Maria
Mckee
Samalin Wealth
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About this Advisor
Maria Mckee is a financial advisor based in Chappaqua, New York, working with Samalin Wealth. Maria has previously held a position at Samalin Investment Counsel, LLC and is registered to provide services in New York. Currently, Maria is part of Samalin Wealth, which operates out of Chappaqua, New York. The firm has 4 offices and 12 employees. The firm manages assets totaling $364.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Samalin Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Samalin Wealth Brokerage Details
$364,523,748
12
1,288
$283,015
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Maria Mckee Work History
Samalin Investment Counsel, LLC
Disclosures
Please visit the SEC profile of Maria Mckee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Samalin Wealth
Chappaqua, NY
Chappaqua, NY
Coppell, TX
Chappaqua, NY
Chappaqua, NY
Chappaqua, NY
Chappaqua, NY
Philadelphia, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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