Advisor at 1230 Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
1230 Advisors, LLC
Location
Pound Ridge, NY 10576
Credentials
Series 63, Series 65
Industry experience
29 years
Anthony Schiff is the sole advisor at 1230 Advisors, LLC, an independent firm based in Pound Ridge, NY. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including nine years at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC. Outside of advising, he is a general partner managing Solitray LLC, a business serving the bar and restaurant industry. 1230 Advisors provides wealth management services to individuals, high-net-worth clients, trusts, and estates, offering customized portfolios primarily focused on long-term objectives. The firm employs a mix of fundamental and technical analysis in its investment selections and manages approximately $106 million for about 30 clients, with a significant portion of assets overseen on a non-discretionary basis.
Based on 1230 Advisors, LLC
0.65% to 2.00% annually
25 Autumn Ridge Road
Pound Ridge, NY 10576
New York
1230 Advisors, LLC
2021 - Present (5 years)
60th Street LLC
2013 - Present (13 years)
Jpmorgan Chase Bank NA
2012 - 2021 (9 years)
J.P. Morgan Securities
2012 - 2021 (9 years)
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Real estate agent
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Other specialized services
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