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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Andrew Magid is an Investment Advisor Representative at Capital Counsel LLC, where he has been employed since March 2009. Samuel has been active in the industry since March 2009. Samuel is currently registered in New York. Capital Counsel LLC has been in business since 02/08/2006 and has offices in New York, NY. The firm's main office is located at 527 MADISON AVE., 19TH FLOOR, NEW YORK, NY 10022. Capital Counsel LLC has 9 Investment Advisor Representatives, and 12 employees who perform Investment Advisory Functions. The firm manages approximately $2,326,489,479 in assets for 680 clients. The firm primarily serves high-net-worth individuals and families. They also work with charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm offers a variety of advisory services, including financial planning, portfolio management, and publication of periodicals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NY
08/31/2021 - Present
Capital Counsel LLC (NEW YORK NY)
Active
Inactive
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