Mark Adam Schiffenhaus

Employer firm

Long Point Wealth Management, LLC CRD 313540

$38.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → 10/2017
  Detwiler Fenton Investment Management Llc
  Boston, MA
• 10/2017 → Present
  Cantella & Co., Inc.
  Boston, MA
• 06/2021 → Present
  Long Point Wealth Management, Llc
  Wellfleet, MA

Previous Registrations

• 2017-10-11 → 2021-09-22
  Cantella & Co., Inc.
  Wellfleet, MA
  Orleans, MA
  Malden, MA
• 2010-12-14 → 2017-10-06
  Detwiler Fenton Investment Management Llc
  Boston, MA
• 2010-06-08 → 2010-12-14
  Wells Fargo Advisors Financial Network, Llc
  Boston, MA
• 2005-11-16 → 2010-06-10
  Ubs Financial Services Inc.
  Peabody, MA
  San Francisco, CA
  San Francisco, CA

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2005-11-15

Designations

• Certified Financial Planner

Other Names

• Mark A Schiffenhaus