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Anthony Schiff

1230 ADVISORS, LLC·POUND RIDGE, New York
SIE, Series 3, Series 7, Series 63, Series 655 years registered1230 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 · 5 years registered
Brand Profile
Not yet started
01

Career History

1230 ADVISORS, LLC
May 2021 – present
J.P. MORGAN SECURITIES LLC
Apr 2021 – May 2021
WHITE PLAINS, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · April 7, 2021
Years registered · 5
03

Disclosure History

2003Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
1230 ADVISORS, LLC
CRD 312504 · SEC 801-120771
AUM
$88M
Regulatory assets under management
Employees
1
99 client accounts
Services offered by 1230 ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at 1230 ADVISORS, LLC →
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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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