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Robert Jeffrey Schpoont

Composition Wealth, LLC

Los Angeles, CA

Lloyd Harbor, NY

CRD 3232497

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Employer firm

Composition Wealth, LLC CRD 143483

$9.47B regulatory AUM 184 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Composition Wealth, Llc

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-14
TX RA APPROVED 2025-10-14
  • NY RA
    APPROVED
    Since 2025-10-14
  • TX RA
    APPROVED
    Since 2025-10-14

Branch Locations

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States

Lloyd Harbor, NY • 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
North Shore Asset Management, Llc New York NY 01/2001 10/2025
Composition Wealth, Llc Melville NY 10/2025 Present
  • 01/2001 → 10/2025
    North Shore Asset Management, Llc
    New York, NY
  • 10/2025 → Present
    Melville, NY
Previous Registrations
  • 2003-01-03 → 2025-10-22
    North Shore Asset Management, Llc
    New York, NY
    Northport, NY
    New York, NY
    Lloyd Harbor, NY
    Lloyd Harbor, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-10
S63 Uniform Securities Agent State Law Examination 1999-09-09
  • S65 Uniform Investment Adviser Law Examination
    1999-09-10
  • S63 Uniform Securities Agent State Law Examination
    1999-09-09

View on SEC IAPD

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