Laurance Kersh
Samalin Wealth · Chappaqua, New York
Laurance Kersh is a fee-only financial advisor at Samalin Wealth in Chappaqua, New York, who holds the CFP credential. Samalin Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Samalin Wealth |
|---|---|
| Based in | Chappaqua, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $490.5M across 1,289 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 1746807 |
| Exams passed | Series 63 (1997) · Series 65 (1998) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.samalinwealth.com |
How Laurance's firm compares
- Samalin Wealth's average account is about $381,000, from its Form ADV (assets managed divided by 1,289 accounts).
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Questions about Laurance
Is Laurance Kersh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laurance holds no broker registration, and Samalin Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Laurance charge for financial advice?
Laurance's firm, Samalin Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Laurance Kersh based?
Laurance Kersh is based in Chappaqua, New York.
What credentials does Laurance Kersh hold?
Laurance Kersh holds the CFP credential.
Is Laurance Kersh registered with the SEC?
Yes. Laurance Kersh is registered as an investment adviser representative in NY (CRD 1746807), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Samalin Wealth manage?
Samalin Wealth reports $490.5M across 1,289 accounts in assets under management.
How do I contact Laurance Kersh?
Through Laurance's website, www.samalinwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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