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Anthony Schiff

Investment adviser representative at 1230 Advisors, LLC
14 yearsExperience
1 stateRegistered in
$106.2MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. 1230 Advisors, LLCMay 2021 to now
  2. 60th Street LLCSep 2013 to now
  3. J.P. Morgan Securities LLCFeb 2012 to May 2021
  4. JPMorgan Chase Bank NAFeb 2012 to May 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law1996

State registrations

Registered as an investment adviser representative in 1 state (NY).

1230 Advisors, LLC

$106.2MAssets managed
30Clients
1Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2786664
Firm CRD
312504
Advisor's SEC record (opens in a new tab)
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