Samuel Jay Schiff

Current Employers

Employment History

• 05/2007 → Present
  Criteria Metro
  Port Washington, NY
• 09/2010 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA
• 09/2010 → Present
  Penn Mutual Life Ins Co
  Horsham, PA
• 05/2017 → 07/2022
  Momentum Advanced Planning Llc
  Lower Gwynedd, PA
• 08/2022 → Present
  Tritium Private Wealth Strategies
  King Of Prussia, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: N/A | POSITION HELD: AGENT | ADDRESS: 30 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007 | START DATE: 04/20/2012 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) INSURANCE FOR EMPLOYEE BENEFITS | INVESTMENT RELATED: NO | DBA NAME: CRITERIA METRO CORP | POSITION HELD: OTHER | ADDRESS: 21 BEVERLY ROAD, PORT WASHINGTON, NY 11050 | START DATE: 05/2007 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: SERVICE CLIENTS WITH EXISTING POLICIES. 3) INSURANCE BROKERAGE | INVESTMENT RELATED: NO | DBA NAME: TRITIUM PRIVATE WEALTH STRATEGIES, LLC | POSITION HELD: EMPLOYEE | ADDRESS: 2011 RENAISSANCE BOULEVARD, SUITE 210 KING OF PRUSSIA, PA 19406 | START DATE: 8/1/2022 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY PROSPECT, CLIENTS OF ADVISORS THAT NEED THE SERVICES, STRATEGIES AND PLANNING OFFERED BY TRITIUM PRIVATE WEALTH STRATEGIES, LLC

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-02-07