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MS

Matthew E. Schiff

THE LEADERS GROUP
SUMMIT, NJ 07901
Some features on this profile are disabled
CRD#: 2081669
MS

Professional summary

Matthew Evan Schiff, ChFC®, CLU® is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 1995. Matthew has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
1)NAME:SCHIFF BENEFITS GROUP LLC, INV REL:Y ADDR:220 GIBRALTAR RD SUITE 350 HORSHAM PA 19044 NATURE:LIFE INSURANCE, POSITION:SALES/OWNER/AGENT, START:5/1/2006 NO HR/MO:40 NO HR/MO DUR TRADING:40. 2)NAME:SCHIFF BENEFITS GROUP LLC, INV REL:N ADDR:220 GIBRALTAR RD SUITE 350 HORSHAM PA 19044 NATURE:PAID CONSULTATION FOR GERSON LEHMAN GROUP/EXPERT WITNESS POSITION:OWNER START:7/1/2019 NO HR/MO:5 NO HR/MO DUR TRADING:2 3)NAME:SCHIFF BENEFITS GROUP LLC, INV REL:Y ADDR:220 GIBRALTAR RD SUITE 35O HORSHAM PA 19044 NATURE:FEE BASED INSURANCE ADVISOR POSITION:OWNER START:5/1/2006 NO HR/MO:10 NO HR/MO DUR TRADING:4

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew Evan Schiff's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

December 26, 2023 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ
Past

June 21, 2019 - December 31, 2022

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
HORSHAM, PA
Past

February 2, 2018 - December 31, 2022

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
HORSHAM, PA
Past

April 25, 2012 - December 22, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BALA CYNWYD, PA
Past

February 2, 2009 - April 3, 2012

VALMARK SECURITIES, INC.

BD
CRD#: 31243
CHERRY HILL, NJ
Past

May 24, 2006 - February 10, 2009

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
BLUE BELL, PA
Past

September 6, 2001 - June 9, 2006

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

January 11, 2001 - October 10, 2001

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

May 31, 1995 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

May 31, 1995 - January 8, 2001

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/3/2024)
RR
Connecticut
(1/8/2024)
RR
Delaware
(1/18/2024)
RR
Florida
(1/3/2024)
RR
Illinois
(4/30/2024)
RR
New Jersey
(5/3/2024)
RR
New York
(1/4/2024)
RR
Pennsylvania
(1/2/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 6/1/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/15/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/30/1995
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

Disclosures

Regulatory Event4

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

THE LEADERS GROUP, INC.

CRD#: 37157Summit, NJ 07901

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