Anthony
Schiff

1230 Advisors, LLC

CRD#2786664
Investment Advisor
in Pound Ridge, NY

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About this Advisor

Anthony Schiff is a financial advisor based in Pound Ridge, New York, working with 1230 Advisors, LLC. Anthony has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, 60Th Street LLC, and 1230 Advisors, LLC. Anthony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Anthony is part of 1230 Advisors, LLC, which operates out of Pound Ridge, New York. The firm has 1 employee and manages assets totaling $88.0 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at 1230 Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

$88,000,000

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

1

NY Average: 88
Total Number of Accounts

99

NY Average: 3,892
Average Account Size

$888,889

NY Average: $1,917,921

Investment Advisory Services

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

Anthony Schiff Work History

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

Disclosures

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 6/19/2024. 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 profile-compliance@smartasset.com.

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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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