Thomas James Beattie
Investment adviser representative at Samalin Wealth
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- Samalin WealthJun 2024 to now
- Stifel Nicolaus & Co IncJan 2011 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 2599387
- Firm CRD
- 142214