Michael S. Schiff

INCOMAR INVESTMENTS

SUGAR LAND, TX 77478

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CRD#: 2484432

Professional summary

Michael Stephen Schiff is a registered financial advisor currently at INCOMAR INVESTMENTS, LLC located in Sugar Land, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michael has worked at 1 firm and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

LUXURY LODGES, INC. 500 W. 52RD ST. TEXARKANA, TX 75503 THIS BUSINESS IS NOT INVESTMENT RELATED, IT IS A MOBILE HOME AND RECREATIONAL VEHICLE PARK. I HAVE BEEN A DIRECTOR FOR THIS BUSINESS SINCE JANUARY 1, 1996 AND PRESIDENT SINCE JANUARY 1, 2020. I SPEND APPROXIMATELY ONE HOUR PER MONTH ON THIS BUSINESS, NONE OF WHICH IS DURING SECURITIES TRADING HOURS. MY DUTIES INCLUDE REVIEWING FINANCIAL STATEMENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Stephen Schiff's 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®

None

Experience

Current

January 2, 2002 - Present

INCOMAR INVESTMENTS, LLC

Office #1: 101 Southwestern Blvd Suite 112, Sugar Land, TX 77478

RIA

CRD#: 114455

SUGAR LAND, TX

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/1/2022)

IAR

Texas
(1/2/2002)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/1/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 4/15/1994

National Commodity Futures Examination

Current Firm

INCOMAR INVESTMENTS, LLC

INCOMAR INVESTMENTS, L.P. | INCOMAR INVESTMENTS, LLC

CRD#: 114455 / SEC#: 801-67611

RIA

Registered Investment Advisory firm - (4/16/2012 Terminated)

Florida

Registered Investment Advisory firm - (9/1/2022 Approved)

Texas

Registered Investment Advisory firm - (3/20/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

101 Southwestern Blvd Suite 112, Sugar Land, TX 77478

Mailing Address

Phone number

(713) 776-1860

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	138
AUM (Assets Under Management)	$ 95,405,216

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.

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Michael S. Schiff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Stephen Schiff's CRS (Customer Relationship Summary).

Certified licenses

Experience

INCOMAR INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/1/2001

Series 3

Date: 4/15/1994

Current Firm

INCOMAR INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INCOMAR INVESTMENTS, LLC

TRUST BUT VERIFY

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