Alex M. Pidhorodeckyj

SAMALIN WEALTH

PEEKSKILL, NY

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CRD#: 1157719

Professional summary

Alex M Pidhorodeckyj, who also goes by Alex Michael Pidhorodecky, Alex Michael Pidhorodeckyj, is a registered financial advisor currently at SAMALIN WEALTH located in Peekskill, New York.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Alex has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10, Series 9, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex Michael Pidhorodecky | Alex Michael Pidhorodeckyj

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex M Pidhorodeckyj's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 3, 2024 - Present

SAMALIN WEALTH

RIA

CRD#: 142214

PEEKSKILL, NY

Past

June 1, 2009 - October 18, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Purchase, NY

Past

June 1, 2009 - October 18, 2024

MORGAN STANLEY

CRD#: 149777

Purchase, NY

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

PURCHASE, NY

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

PURCHASE, NY

Past

June 9, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

WHITE PLAINS, NY

Past

October 6, 1998 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

WHITE PLAINS, NY

Past

July 13, 1998 - August 4, 1998

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

March 13, 1997 - December 3, 1997

HSBC SECURITIES (USA) INC.

CRD#: 19585

NEW YORK CITY, NY

Past

July 20, 1983 - February 26, 1997

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SAMALIN WEALTH

MAPLE HILL ADVISORS, LLC | SAMALIN WEALTH | SAMALIN INVESTMENT COUNSEL, LLC

CRD#: 142214 / SEC#: 801-67465

RIA

Registered Investment Advisory firm - (2/15/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(12/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/8/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/17/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/21/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/16/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 3/14/1994

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 3/22/1989

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

SAMALIN WEALTH

MAPLE HILL ADVISORS, LLC | SAMALIN WEALTH | SAMALIN INVESTMENT COUNSEL, LLC

CRD#: 142214 / SEC#: 801-67465

RIA

Registered Investment Advisory firm - (2/15/2007 Approved)

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Contact information

Main Address

297 King Street, Chappaqua, NY 10514

Mailing Address

Phone number

(914) 666-6600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SI COUNSEL WRAP BROCHURE (3/18/2025)

SAMALIN INVESTMENT COUNSEL, LLC (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,220
AUM (Assets Under Management)	$ 420,604,795

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Alex M. Pidhorodeckyj

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex M Pidhorodeckyj's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

EDWARD JONES

HSBC SECURITIES (USA) INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

SAMALIN WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 6/8/2005

Series 63

Date: 8/17/1983

SIE

Date: 10/1/2018

Series 31

Date: 6/21/2004

Series 7

Date: 7/16/1983

Series 10

Date: 1/2/2023

Series 9

Date: 1/2/2023

Series 24

Date: 3/14/1994

Series 8

Date: 3/22/1989

Current Firm

SAMALIN WEALTH

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAMALIN WEALTH

TRUST BUT VERIFY

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