Samuel A. Magid

CAPITAL COUNSEL LLC

New York, NY 10022

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CRD#: 7412011

Professional summary

Samuel Andrew Magid, who also goes by Samuel Magid, is a registered financial advisor currently at CAPITAL COUNSEL LLC located in New York, New York.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Samuel has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Samuel Magid

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 Samuel Andrew Magid'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

August 31, 2021 - Present

CAPITAL COUNSEL LLC

Office #1: 527 Madison Ave. 19th Floor, New York, NY, 10022

RIA

CRD#: 109001

New York, 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".

CAPITAL COUNSEL LLC

CRD#: 109001 / SEC#: 801-56844

RIA

Registered Investment Advisory firm - (10/6/1999 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
(8/31/2021)

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

Current Firm

CAPITAL COUNSEL LLC

CRD#: 109001 / SEC#: 801-56844

RIA

Registered Investment Advisory firm - (10/6/1999 Approved)

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Contact information

Main Address

527 Madison Ave. 19th Floor, New York, NY, 10022

Mailing Address

Phone number

(212) 350-9333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	731
AUM (Assets Under Management)	$ 2,603,303,319

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Firm Stability Insights

Samuel A. Magid

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Andrew Magid's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL COUNSEL LLC

Primary Firm SEC Registration

CAPITAL COUNSEL LLC

State Registrations and Notice Filings

Exams

Current Firm

CAPITAL COUNSEL LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL COUNSEL LLC

TRUST BUT VERIFY

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