Anthony Schiff
1230 Advisors · Pound Ridge, New York
Anthony Schiff is a fee-only financial advisor at 1230 Advisors in Pound Ridge, New York. 1230 Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | 1230 Advisors |
|---|---|
| Based in | Pound Ridge, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $106.2M across 78 accounts |
| SEC registration | Investment adviser representative in NY · CRD 2786664 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Anthony's firm compares
- 1230 Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 78 accounts).
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Questions about Anthony
Is Anthony Schiff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and 1230 Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony's firm, 1230 Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Anthony Schiff based?
Anthony Schiff is based in Pound Ridge, New York.
Is Anthony Schiff registered with the SEC?
Yes. Anthony Schiff is registered as an investment adviser representative in NY (CRD 2786664), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does 1230 Advisors manage?
1230 Advisors reports $106.2M across 78 accounts in assets under management.
How do I contact Anthony Schiff?
Contact details aren't on file yet. Search for 1230 Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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