Paul
Ayala
Samalin Wealth
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About this Advisor
Paul Ayala is a financial advisor operating in Chappaqua, New York with 2 years of relevant experience. Ayala is on the advisory team at Samalin Wealth. The advisor has gained experience at Jp Morgan Securities LLC, Jpmorgan Chase Bank, J. P. Morgan Chase, Bank, N.A, Jpmorgan Chase Bank, N.A and Samalin Investment Counsel, LLC. Ayala maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in New York. Samalin Wealth is a registered investment business operating out of Chappaqua, NY. It has offices in four locations and a total of 12 financial advisors. It controls $301 million in assets across its 1,125 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,125 accounts, 16% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely vary depending on which services are offered. However, fee types charged by Samalin Wealth can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Samalin Wealth Brokerage Details
$301,398,442
12
1,125
$267,910
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Paul Ayala Work History
Paul has been registered as a financial advisor for 2 years.*
Samalin Investment Counsel, LLC
Jpmorgan Chase Bank, N.A
J. P. Morgan Chase, Bank, N.A
Jp Morgan Securities LLC
Jpmorgan Chase Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Ayala 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
Chappaqua, NY
Chappaqua, NY
Coppell, TX
Chappaqua, NY
Chappaqua, NY
Philadelphia, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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