Mark A. Schiffenhaus

LONG POINT WEALTH MANAGEMENT

Wellfleet, MA

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CRD#: 4035278

Professional summary

Mark Adam Schiffenhaus, CFP®, who also goes by Mark A Schiffenhaus, is a registered financial advisor currently at LONG POINT WEALTH MANAGEMENT, LLC located in Wellfleet, Massachusetts.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Mark has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark A Schiffenhaus

Other business activities

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.

1.) 28 DEPOT LLC IS A FAMILY LLC. MANAGING MEMBER. HE SPENDS ABOUT 1 HOUR A MONTH ON THIS ACTIVITY, NONE DURING TRADING HOURS. START DATE: 10/6/2017 2.) LANDLORD FOR RENTAL PROPERTY. HE SPENDS ABOUT 10 HOUR A MONTH ON THIS ACTIVITY, NONE DURING TRADING HOURS. START DATE: 10/6/2017 3.) HOPPER HOUSE LLC IS A FAMILY LLC. MANAGING MEMBER. HE SPENDS ABOUT 1 HOUR A MONTH ON THIS ACTIVITY, NONE DURING TRADING HOURS. START DATE: 10/6/2017 4. Longpoint Wealth Management- DBA. Owner/Financial Professional. This DBA name is used for securities business done through Cantella. About 160 hours a month are devoted to this, 120 during trading hours 5. Longpoint Wealth Management RIA. This RIA is in the registration process as a MA state RIA. The process should take about 30-60 days. About 5 hours a month are devoted to this, none during trading hours. Start date: 9/17/21

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Adam Schiffenhaus's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

August 19, 2021 - Present

LONG POINT WEALTH MANAGEMENT, LLC

RIA

CRD#: 313540

Wellfleet, MA

Past

October 11, 2017 - September 22, 2021

CANTELLA & CO., INC.

RIA

CRD#: 13905

Wellfleet, MA

Past

October 6, 2017 - September 22, 2021

CANTELLA & CO., INC.

CRD#: 13905

Wellfleet, MA

Past

June 3, 2015 - November 13, 2015

DETWILER FENTON & CO.

CRD#: 1794

BOSTON, MA

Past

December 15, 2011 - May 28, 2015

DETWILER FENTON WEALTH MANAGEMENT INC

CRD#: 16063

Wellfleet, MA

Past

December 14, 2010 - October 6, 2017

DETWILER FENTON INVESTMENT MANAGEMENT LLC

RIA

CRD#: 153808

BOSTON, MA

Past

December 14, 2010 - July 15, 2014

DETWILER FENTON & CO.

CRD#: 1794

WELLFLEET, MA

Past

June 8, 2010 - December 14, 2010

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

BOSTON, MA

Past

June 4, 2010 - December 14, 2010

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

BOSTON, MA

Past

November 16, 2005 - June 10, 2010

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PEABODY, MA

Past

October 28, 2005 - June 10, 2010

UBS FINANCIAL SERVICES INC.

CRD#: 8174

PEABODY, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(8/19/2021)

IAR

New Jersey
(3/25/2024)

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

State Security Law Exam

IAR

Series 66

Date: 11/15/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/27/2005

General Securities Representative Examination

Current Firm

LONG POINT WEALTH MANAGEMENT, LLC

LONG POINT WEALTH MANAGEMENT LLC | LONG POINT WEALTH MANAGEMENT, LLC

CRD#: 313540 / SEC#:

Massachusetts

Registered Investment Advisory firm - (8/19/2021 Approved)

New Jersey

Registered Investment Advisory firm - (3/25/2024 Approved)

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Contact information

Main Address

Wellfleet, MA

Mailing Address

P.o. Box 718, Wellfleet, MA 02667

Phone number

(508) 258-9195

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	128
AUM (Assets Under Management)	$ 39,886,961

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mark A. Schiffenhaus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Adam Schiffenhaus's CRS (Customer Relationship Summary).

Certified licenses

Experience

CANTELLA & CO., INC.

CANTELLA & CO., INC.

DETWILER FENTON & CO.

DETWILER FENTON WEALTH MANAGEMENT INC

DETWILER FENTON INVESTMENT MANAGEMENT LLC

DETWILER FENTON & CO.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/15/2005

SIE

Date: 10/1/2018

Series 7

Date: 10/27/2005

Current Firm

LONG POINT WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LONG POINT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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