Mark Schiffenhaus (CRD# 4035278) is an Investment Advisor Representative working at Long Point Wealth Management, LLC in Wellfleet, MA and has over 18 years of experience in the finance industry. Mark Schiffenhaus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5741458
Beaumont Capital Management, LLC
CRD# 4661335
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4840974
Arakelian, Carol
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Long Point Wealth Management, LLC | Wellfleet, MA | Jun 2021 - Current | 2 |
| Cantella & Company, Inc. | Boston, MA | Oct 2017 - Current | 6 |
| Detwiler Fenton Investment Management LLC | Boston, MA | Dec 2010 - Oct 2017 | 6 |
| Detwiler Fenton & Company | Orleans, MA | May 2015 - Nov 2015 | < 1 |
| Detwiler Fenton Wealth Management Inc. | Boston, MA | Dec 2011 - May 2015 | 3 |
| Detwiler Fenton & Company | Boston, MA | Dec 2010 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- MA
- NJ
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts127ACCOUNTS
-
Average Account Value$317,585
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, NJ
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