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HS

H G. Schiff

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CRD#: 1285919
HS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

H Gerald Schiff, who also goes by Harrington Gerald Schiff, was a registered financial professional .

H is a previously registered financial professional and started their career in finance in 1984. H had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 22 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Harrington Gerald Schiff

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OWNER C.P.A. - H. GERALD SCHIFF, C.P.A. - SINCE 1973. PARTNER TAX PREP, ACCOUNTING, AUDITING, AND EXPERT WITNESS. PFEIFFER RIDGE #10 BIG SUR, CA 93920.- BIG SUR WIRELESS LLC - SINCE JULY 2004.10925 STONEBROOK RD LOS ALTOS HILLS CA. PARTNER GODLEE JEWELRY SINCE 7/2003.PURCHASE GEM STONES FOR RINGS MADE BY KARL LEE.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 29, 2009 - December 31, 2023

SMS FINANCIAL LLC

RIA
CRD#: 147685
MONTEREY, CA
Past

January 2, 2009 - April 1, 2009

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
SAINT PETERSBURG, FL
Past

September 27, 2005 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
CARMEL, CA
Past

September 15, 2004 - April 1, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
CARMEL, CA
Past

August 20, 2004 - September 10, 2004

FFP ADVISORY SERVICES INC

RIA
CRD#: 110778
BIG SUR, CA
Past

August 20, 2004 - September 10, 2004

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO
Past

March 9, 2000 - August 17, 2004

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
MONTEREY, CA
Past

January 6, 1999 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

January 6, 1999 - August 17, 2004

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

May 12, 1986 - March 25, 1993

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
NEW YORK, NY
Past

August 30, 1984 - October 22, 1986

DIVERSIFIED EQUITIES CORP.

BD
CRD#: 14248

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/2/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
SMS FINANCIAL LLC
SMS FINANCIAL LLC

CRD#: 147685 / SEC#:

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Contact information


Main Address
2801 Monterey-salinas Highway Suite K, Monterey, CA 93940
Mailing Address
Phone number
(831) 622-8800
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts30
AUM (Assets Under Management)$ 7,900,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SMS FINANCIAL LLC

CRD#: 147685

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