# SAMALIN INVESTMENT COUNSEL, LLC

SAMALIN INVESTMENT COUNSEL, LLC of CHAPPAQUA, NY is an SEC-registered investment adviser.

## Registration

- CRD: 142214
- Type: SEC-registered investment adviser
- SEC file number: 801-67465
- Location: 297 KING STREET, CHAPPAQUA, NY, 10514
- Phone: 914-666-6600
- Latest filing: 2026-06-26
- Regulatory AUM: $490.5M
- Discretionary AUM: $445.3M
- Non-discretionary AUM: $45.3M
- Clients: 13
- Accounts: 1,289

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Andrew Evan Samalin | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | Chappaqua, NY |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| SAMALIN ANDREW EVAN | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| KOWALCHUK THOMAS JAY | CHIEF COMPLIANCE OFFICER; OPERATIONS MANAGER | — |
| MCKEE MARIA JOLANTA | CHIEF COMPLIANCE OFFICER | — |
| WHEELER YVETTE | OPERATIONS MANAGER | — |


## Branch offices (5)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NEW YORK | NY | 4 | 212-750-6200 |
| — | — | 1 | 914-666-6600 |
| — | — | 1 | 914-666-6600 |
| — | — | 1 | 914-666-6600 |
| COPPELL | TX | 1 | 914-666-6600 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142214/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142214/similar
- Related entities: https://search.stillhousedata.com/firm/142214/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142214

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.