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Anthony Schiff

1230 ADVISORS, LLC·POUND RIDGE, New York
Clean record1230 ADVISORS, LLC
25 AUTUMN RIDGE ROAD, POUND RIDGE, NY 10576CRD# 2786664Firm CRD# 312504

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Schiff · POUND RIDGE, NY
Registration
CRD #2786664 · 1230 ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Anthony Schiff is a registered financial advisor based in POUND RIDGE, New York, affiliated with 1230 ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
1230 ADVISORS, LLC
1230 ADVISORS, LLC
AUM
$88M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at 1230 ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2786664
Firm CRD# 312504
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anthony Schiff offer?
Anthony Schiff specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in POUND RIDGE, New York for a consultation.
What are Anthony Schiff's credentials?
Anthony Schiff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Schiff located?
Anthony Schiff is based in POUND RIDGE, New York, working with 1230 ADVISORS, LLC. Their office serves clients in the POUND RIDGE metropolitan area and surrounding communities.
How does Anthony Schiff charge for services?
Anthony Schiff's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 1230 ADVISORS, LLC?
1230 ADVISORS, LLC has approximately 1 employees and manages $88M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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