DS
David B. Schiff
BCS PRIVATE WEALTH MANAGEMENT
Rumson, NJ 07760
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CRD#: 4898283
DS
Professional summary
David Baker Schiff, who also goes by Scott Schiff, is a registered financial advisor currently at BCS PRIVATE WEALTH MANAGEMENT located in Rumson, New Jersey.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. David has worked at 3 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott 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.
MONOLITH CAPITAL, LLC
C/O ATLANTIC TRUST, 1177 AVENUE OF THE AMERICAS, 42ND FLOOR, NYC, NY 10036;
PRIVATE FAMILY LIMITED LIABILITY COMPANY THAT HOLDS A FAMILY OWNED REAL ESTATE ASSET
START DATE - 11/2009
COMP - NO
NOT INVESTMT RELATED
POSITION - MANAGER
0 HOURS
0 SECURITIES HOURS
DUTIES - TO ASSIST FAMILY WITH OVERSIGHT OF FAMILY OWNED REAL ESTATE ASSET
NOTARY PUBLIC
160 EAST 72ND STREET, 8TH FLOOR, NYC, NY 10021
START DATE - SOMEWHERE AROUND 04/2003
NOT INVESTMT RELATED
COMP - PER TRANSACTION
POSITION - NOTARY PUBLIC, STATE OF NEW YORK, COUNTY OF NEW YORK
0 HOURS
0 SECURITIES HOURS
DUTIES - TO ACT AS NOTARY
SPROUT FOODS, INC.
2763 MEADOW CHURCH ROAD, SUITE 110, DULUTH, GA 30097
ORGANIC BABY FOOD MANUFACTURER
START DATE - 11/2010
COMP - OPTIONS
NOT INVESTMT RELATED
POSITION - BOARD MEMBER
3 HOURS/MONTH
0 SECURITIES HOURS
DUTIES - TO ASSIST FAMILY WITH OVERSIGHT AND GOVERNANCE OF COMPANY
KUHN, LOEB & CO.
C/O ATLANTIC TRUST, 1177 AVENUE OF THE AMERICAS, 42ND FLOOR, NYC, NY 10036;
PRIVATE FAMILY PARTNERSHIP
START DATE - 06/2011
NO COMP
INVESTMT RELATED
POSITION - MANAGING PARTNER
6 HOURS/MONTH
0 SECURITIES HOURS
DUTIES - TO ASSIST FAMILY WITH REVIEW OF POTENTIAL INVESTMENTS AND OVERSIGHT OF FAMILY OWNED PARTNERSHIP
RABBIT HOLLOW PARTNERS
C/O ATLANTIC TRUST, 1177 AVENUE OF THE AMERICAS, 42ND FLOOR, NYC, NY 10036;
PRIVATE FAMILY PARTNERSHIP
START DATE -12/2011
NO COMP
INVESTMT RELATED
POSITION - MANAGER
3 HOURS/MONTH
0 SECURITIES HOURS
DUTIES - TO ASSIST FAMILY WITH REVIEW OF POTENTIAL INVESTMENTS AND OVERSIGHT OF FAMILY OWNED PARTNERSHIP
JAGUAR PARTNERS, LLC
C/O ATLANTIC TRUST, 1177 AVENUE OF THE AMERICAS, 42ND FLOOR, NYC, NY 10036;
PRIVATE FAMILY LIMITED LIABILITY COMPANY
START DATE -10/2011
NO COMP
INVESTMT RELATED
POSITION - MANAGER
1 HOUR/MONTH
0 SECURITIES HOURS
DUTIES - TO ASSIST FAMILY WITH OVERSIGHT OF FAMILY OWNED LLC
SILAS CAPITAL, LLC
627 BROADWAY, FLOOR 9, NEW YORK, NY 10012
VENTURE AND GROWTH STAGE CAPITAL PRIVATE EQUITY FIRM
START DATE -02/2014
NO COMP
INVESTMT RELATED
POSITION - ADVISOR
2-3 HOURS/QUARTER
0 SECURITIES HOURS
DUTIES - (1) TO REFER POTENTIAL INVESTMENTS (2) TO SERVE AS A SOUNDING BOARD (3) TO PROVIDE GENERAL ADVICE AS APPROPRIATE.
TRINITY COLLEGE ARTS ADVISORY BOARD
300 SUMMIT STREET, HARTFORD, CT 06106
LIBERAL ARTS COLLEGE ADVISORY BOARD FOR ARTS DIVISION
START DATE -04/2014
NO COMP
NOT INVESTMT RELATED
POSITION - BOARD MEMBER
4-5 HOURS/QUARTER
0 SECURITIES HOURS
DUTIES - TO ADVISE COLLEGE ON BEST WAY TO PROMOTE AND ADVANCE THE ARTS DIVISION AT COLLEGE
160 EAST 72ND STREET CORPORATION
160 EAST 72ND STREET, NYC, NY 10021
BOARD OF RESIDENTIAL APARTMENT BUILDING
START DATE -05/2014
NO COMP
NOT INVESTMT RELATED
POSITION - BOARD MEMBER
1 HOUR/MONTH
0 SECURITIES HOURS
DUTIES - TO ASSIST WITH OVERSIGHT AND GOVERNANCE OF RESIDENTIAL APARTMENT BUILDING
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD, BRONX, NY 10460
BOARD OF CHARITABLE ORGANIZATION
START DATE -06/2014
NO COMP
NOT INVESTMT RELATED
POSITION - BOARD MEMBER
APPROX. 2 HOURS/MONTH
3 SECURITIES HOURS/QUARTER
DUTIES - TO ASSIST WITH OVERSIGHT AND GOVERNANCE OF CHARITABLE ORGANIZATION
CULTURAL INSTITUTIONS RETIRMENT SYSTEM
95 MADISON AVENUE, SUITE 803, NYC, NY 10016
BOARD OF PLAN DESIGNED TO PROVIDE PENSION AND LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS OF NY CULTURAL INSTITUTIONS
START DATE -02/2015
NO COMP
INVESTMENT RELATED - YES, BUT DUTIES AS TRUSTEE ARE NOT
POSITION - BOARD MEMBER
APPROX. 3 HOURS/QUARTER
0 SECURITIES HOURS
DUTIES - TO ASSIST WITH OVERSIGHT AND GOVERNANCE OF ORGANIZATION
CRS (Client Relationship Summary) - RIA
Click below to view David Baker 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®
NoneExperience
Current
June 23, 2015 - Present
BCS PRIVATE WEALTH MANAGEMENT
Office #1: 47 West River Road Suite B, Rumson, NJ 07760RIA
CRD#: 174761
Rumson, NJ
Past
June 12, 2009 - July 6, 2015
WESTERN INTERNATIONAL SECURITIES, INC.
BD
CRD#: 39262
ATLANTIC HIGHLANDS, NJ
Past
March 4, 2005 - July 2, 2009
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BP
BCS PRIVATE WEALTH MANAGEMENT
BCS PRIVATE WEALTH MANAGEMENT | ROYALSTON ADVISORS, LLC | BERNARD CAROLI WEALTH MANAGEMENT INC. | BERNARD CAROLI WEALTH MANAGEMENT
CRD#: 174761 / SEC#: 801-89173
RIA
Registered Investment Advisory firm - (4/15/2015 Approved)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
New Jersey(6/23/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BP
BCS PRIVATE WEALTH MANAGEMENT
BCS PRIVATE WEALTH MANAGEMENT | ROYALSTON ADVISORS, LLC | BERNARD CAROLI WEALTH MANAGEMENT INC. | BERNARD CAROLI WEALTH MANAGEMENT
CRD#: 174761 / SEC#: 801-89173
RIA
Registered Investment Advisory firm - (4/15/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
47 West River Road Suite B, Rumson, NJ 07760
Mailing Address
Phone number
(732) 291-7272
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 548 |
| AUM (Assets Under Management) | $ 405,866,803 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/25/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BCS PRIVATE WEALTH MANAGEMENT
CRD#: 174761Rumson, NJ 07760TRUST BUT VERIFY
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