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Maria Jolanta McKee

Samalin Wealth

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About Maria Jolanta McKee

Maria McKee is a Certified Financial Planner and Investment Advisor Representative associated with Samalin Wealth. Maria works with both individuals and businesses to provide financial planning and portfolio management. She has been in the financial services industry since February 2013. Maria is registered with the state of New York.

Firm Information

Maria McKee 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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Maria McKee’s Registration & Firm History

NY

04/13/2021 - Present

Samalin Wealth (CHAPPAQUA NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maria Jolanta McKee.
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