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John R Fussell

Samalin Wealth

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About John R Fussell

John R Fussell is a registered Investment Advisor Representative with Samalin Wealth. John has been in the financial services industry since 2001 and has experience with a variety of firms including Oppenheimer & Co. Inc., UBS Financial Services Inc., Wachovia Securities, LLC, and Prudential Securities Incorporated. John has a Series 7, Series 63, and Series 65 license. John is licensed to provide financial advice in New York and Texas.

Firm Information

John Fussell is currently registered with Samalin Wealth. Samalin Wealth is a registered investment advisor based in Chappaqua, NY. They have been in operation since 2009, serving high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and corporations or other businesses. Samalin Wealth provides financial planning and portfolio management services. Their advisory services include portfolio management for individuals, financial planning, and wrap fee programs. The firm manages approximately $364.5 million in assets, with $326.9 million of that managed on a discretionary basis. They have 8 investment advisor representatives and 2 licensed agents. They are also registered with the SEC (SEC Number: 801-67465).
Samalin Wealth

297 KING STREET

CHAPPAQUA, NY 10514

$364.52M

Assets Under Management

5

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Fussell’s Registration & Firm History

NY

11/09/2015 - Present

Samalin Wealth (CHAPPAQUA NY)

CT

04/08/2008 - 01/18/2012

OPPENHEIMER & CO. INC. (STAMFORD CT)

NY

01/16/2004 - 04/21/2008

UBS FINANCIAL SERVICES INC. (WHITE PLAINS NY)

MO

07/01/2003 - 01/22/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

07/11/2001 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/14/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/10/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John R Fussell.
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