Mara Schiff Schainuck
Professional Summary
Mara Schiff Schainuck, who also goes by Mara Schainuck, Mara Schiff, is a registered financial advisor currently at ALLIED PRIVATE WEALTH located in Boca Raton, Florida. Mara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Mara has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mara Schainuck, Mara Schiff
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
ALLIED PRIVATE WEALTH
Contact Information
Main Address
7700 Congress Ave Suite 3208, Boca Raton, FL 33487Phone Number
(954) 576-9192# of Employees
4SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
417AUM (Assets Under Management)
$224,479,019Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ALLIED PRIVATE WEALTH
State Registrations and Notice Filings
(12/6/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Mara Schiff Schainuck's CRS (Customer Relationship Summary).
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