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Alexandra Ryann Schiffer

Investment adviser representative at Willow Wealth
11 yearsExperience
1 stateRegistered in
$1.6BFirm assets
10 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 assetsPerformance-based

Services the firm offers

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

  • Portfolio management

Experience

11 years in the industry.

  1. Willow WealthMay 2023 to now
  2. YieldstreetApr 2022 to now
  3. First Republic Investment Management IncMay 2020 to Apr 2022
  4. First Republic Securities Company, LLCMay 2020 to Apr 2022
  5. Morgan StanleySep 2019 to May 2020
  6. J Michael ShoesAug 2018 to Jun 2019
  7. Cox Automotive Inc.May 2018 to Aug 2018
  8. Morgan StanleyJun 2017 to Aug 2017
  9. Syracuse UniversityAug 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2021
  • Series 63 · Uniform Securities Agent State Law2025

State registrations

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

Willow Wealth

Legal name: Willow Asset Management LLC

$1.6BAssets managed
411Clients
3Advisers
10 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
6648995
Firm CRD
282487
Advisor's SEC record (opens in a new tab)
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