Anthony Schiff is a registered investment advisor at 1230 Advisors, LLC, based in Pound Ridge, NY, with 29 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 30 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1230 Advisors manages investments for a fee based on the value of your portfolio. The fee ranges from 0.65% to 2.00% annually. The exact fee is negotiable and takes into consideration the total amount of assets 1230 Advisors manages for you.
Location
25 Autumn Ridge Road, Pound Ridge, NY, 10576
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Regulatory History (1)
Customer Dispute
February 2003Other Business Activities
Anthony is a general partner in Solitray LLC, a serving tray business, and a partial owner of a restaurant/bar. He also serves as a trustee for two trusts, spending minimal time on these activities.
Employment History
Current Registrations
1230 Advisors, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations1 state
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.