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John R Fussell

Investment adviser representative at Samalin Wealth
15 yearsExperience
2 statesRegistered in
$490.5MFirm assets
19 yearsFirm in business

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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.

  1. Samalin WealthNov 2015 to now
  2. Samalin Investment Counsel, LLCDec 2011 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 65 · Uniform Investment Adviser Law2008

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
4420111
Firm CRD
142214
Advisor's SEC record (opens in a new tab)
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