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Alexandra Ryann Schiffer

Willow Wealth

New York, NY

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Current Employers
Willow Wealth

245 Fifth Avenue 21St Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-05-11
  • NY RA
    APPROVED
    Since 2023-05-11

Branch Locations

245 Fifth Avenue 21St Floor, New York, NY 10016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 09/2019 05/2020
J Michael Shoes Syracuse NY 08/2018 06/2019
Cox Automotive Inc. Atlanta GA 05/2018 08/2018
Morgan Stanley Atlanta GA 06/2017 08/2017
Syracuse University Syracuse NY 08/2015 05/2019
First Republic Investment Management Inc New York NY 05/2020 04/2022
First Republic Securities Company, Llc New York NY 05/2020 04/2022
Yieldstreet New York NY 04/2022 Present
  • 09/2019 → 05/2020
    Morgan Stanley
    New York, NY
  • 08/2018 → 06/2019
    J Michael Shoes
    Syracuse, NY
  • 05/2018 → 08/2018
    Cox Automotive Inc.
    Atlanta, GA
  • 06/2017 → 08/2017
    Morgan Stanley
    Atlanta, GA
  • 08/2015 → 05/2019
    Syracuse University
    Syracuse, NY
  • 05/2020 → 04/2022
    First Republic Investment Management Inc
    New York, NY
  • 05/2020 → 04/2022
    First Republic Securities Company, Llc
    New York, NY
  • 04/2022 → Present
    Yieldstreet
    New York, NY
Previous Registrations
  • 2021-05-25 → 2022-05-18
    J.P. Morgan Private Wealth Advisors Llc
    New York, NY
Other Businesses

Name of the other business: Fora Travel Inc. Is the business investment-related? No. Address of the other business: The headquarters are 228 Park Ave South, Suite 53272, New York, NY 10003 but I work remotely, mostly from home. Nature of the other business: Independent travel agency services, including booking accommodations, tours, and transportation for clients. Your position/title and relationship with the other business: Independent Travel Agent, contractor with Fora Travel Inc. Start date of relationship: July 2025 Approximate number of hours per month: 20-40 hours per month. About 5-10 hours a weekend. Number of hours devoted during securities trading hours: 0 hours. Brief description of duties: I act as an independent contractor providing travel planning services. My duties include researching destinations, coordinating logistics for clients, booking travel reservations, and managing client itineraries. All activities are performed on weekends and outside of standard market trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-31
S66 Uniform Combined State Law Examination 2021-05-24
  • S63 Uniform Securities Agent State Law Examination
    2025-05-31
  • S66 Uniform Combined State Law Examination
    2021-05-24
Other Names
  • Allie Schiffer
  • Alexandra Schiffer

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