Laurance J. Kersh
Professional summary
Laurance Jay Kersh, CFP®, who also goes by Larry Jay Kersh, Larry Kersh, is a registered financial advisor currently at SAMALIN WEALTH located in Chappaqua, New York.
Laurance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Laurance has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Laurance Jay Kersh's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
September 20, 2021 - Present
SAMALIN WEALTH
Office #1: 297 King Street, Chappaqua, NY 10514April 28, 2006 - February 6, 2015
UBS FINANCIAL SERVICES INC.
April 28, 2006 - February 6, 2015
UBS FINANCIAL SERVICES INC.
July 1, 2003 - April 28, 2006
WELLS FARGO CLEARING SERVICES, LLC
July 1, 2003 - April 28, 2006
WELLS FARGO CLEARING SERVICES, LLC
October 8, 2001 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
May 12, 1998 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
July 18, 1997 - April 29, 1998
LLOYD WADE SECURITIES INC.
May 30, 1997 - July 23, 1997
PACIFIC CORTEZ SECURITIES INCORPORATED
Primary Firm SEC Registration
SAMALIN WEALTH
CRD#: 142214 / SEC#: 801-67465
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/20/2021)
Exams
Current Firm
SAMALIN WEALTH
CRD#: 142214 / SEC#: 801-67465
Contact information
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,220 |
| AUM (Assets Under Management) | $ 420,604,795 |
Red Flags
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