Ronald Richard Schneider
Investment adviser representative at Samalin Wealth
4 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$490.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
4 years in the industry.
- Samalin WealthSep 2021 to now
- Samalin Investment Counsel, LLCSep 2020 to now
- National Asset ManagementAug 2020 to Sep 2020
- United Advisors Services, LLCMar 2018 to Aug 2020
- Securities America Inc.Jul 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (NY).
Samalin Wealth
Legal name: Samalin Investment Counsel, LLC
$490.5MAssets managed
544Clients
8Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1811961
- Firm CRD
- 142214