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Geoffrey Schiciano

32 Years of Experience
New York, NY
BrokerSells Insurance

Geoffrey Schiciano is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 32 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
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Location

520 Madison Avenue, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Geoffrey is a managing member of three family partnerships/LLCs: Farallon Capital Partners, Farallon Capital Partners II, and Farallon Capital Partners III, dedicating minimal time to each. He is also a trustee or successor trustee for two family trusts, one of which holds a life insurance policy.

Employment History
Current Registrations
Jefferies Investment Advisers LLC
May 2023 - Present · 3 yrs 2 mos
Jefferies LLC
December 2013 - Present · 12 yrs 7 mos
Jefferies LLCBroker
December 2013 - Present · 12 yrs 7 mos
Previous Registrations
Leucadia Asset Management LLC
December 2013 - August 2023 · 9 yrs 8 mos
Credit Suisse Securities (USA) LLC
September 2008 - December 2013 · 5 yrs 3 mos
Credit Suisse Securities (USA) LLCBroker
September 2008 - December 2013 · 5 yrs 3 mos
Lehman Brothers INC.
June 2004 - October 2008 · 4 yrs 4 mos
Lehman Brothers INC.Broker
June 2003 - October 2008 · 5 yrs 4 mos
Fahnestock Asset Management
January 2003 - June 2003 · 5 mos
Fahnestock & CO. INC.Broker
January 2003 - June 2003 · 5 mos
Cibc World Markets CORP.
March 2001 - January 2003 · 1 yr 10 mos
Cibc World Markets CORP.Broker
September 1998 - January 2003 · 4 yrs 4 mos
Painewebber IncorporatedBroker
August 1996 - September 1998 · 2 yrs 1 mo
Dean Witter Reynolds INC.Broker
August 1993 - August 1996 · 3 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Geoffrey Schiciano - Financial Advisor | TrueAdvisor