1230 Advisors, LLC

Investment Advisor
in Pound Ridge, NY

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About this Advisor

Anthony Schiff is a financial advisor working in Pound Ridge, New York who has 2 years of industry experience. Schiff currently works for 1230 Advisors, LLC. Over the course of their career, Schiff has held roles at J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, 1230 Advisors, LLC and 60Th Street LLC. Schiff maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in New York. 1230 Advisors, LLC is a firm operating out of Pound Ridge, NY. It handles $83 million in assets among its 94 customer accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 94 client accounts, 60% are associated with high-net-worth investors who have greater than $1 million in investable assets. 1230 Advisors, LLC provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services usually are based on the financial services. However, fee types charged by 1230 Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

25 Autumn Ridge Road
Pound Ridge, NY 10576

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1230 Advisors, LLC Brokerage Details

Total Assets Under Management


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Anthony Schiff Work History

Anthony has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

1230 Advisors, LLC

2013 - Present (11 years)

60Th Street LLC

2012 - 2021 (9 years)

J.P. Morgan Securities LLC

2012 - 2021 (9 years)

Jpmorgan Chase Bank Na

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Anthony Schiff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at 1230 Advisors, LLC

Anthony Schiff
Pound Ridge, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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