Ronald
Schneider
Samalin Wealth
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About this Advisor
Ronald Schneider is a certified financial planner operating out of Chappaqua, New York with 2 years of relevant experience. Schneider currently works for Samalin Wealth. During their career, Schneider has held roles at Wells Fargo Advisors LLC, Securities America Inc, National Asset Management, United Advisors Services, LLC and Samalin Investment Counsel, LLC. Schneider has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Samalin Wealth is a company that has its headquarters in Chappaqua, NY. The firm has offices in four locations and a total of 12 advisors. It manages $301 million in assets under management across its 1,125 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,125 accounts, 16% belong to high-net-worth investors who have more than $1 million in investable assets. Samalin Wealth offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Samalin Wealth most likely are comprised 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
Ronald Schneider Work History
Ronald has been registered as a financial advisor for 2 years.*
Samalin Investment Counsel, LLC
National Asset Management
United Advisors Services, LLC
Securities America Inc
Wells Fargo Advisors LLC
*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 Ronald Schneider 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 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
