Mark Stuart Schaffer

Current Employers

Employment History

• 07/2016 → 09/2016
  Unemployed
  Cheshire, CT
• 09/2016 → 10/2017
  Scottrade, Inc.
  Manchester, CT
• 10/2017 → 05/2022
  Securities America, Inc.
  Wallingford, CT
• 10/2017 → 05/2022
  Securities America Advisors, Inc.
  Wallingford, CT
• 05/2022 → 07/2026
  Armstrong Advisory Group Inc.
  Needham, MA
• 08/2026 → Present
  Madison Partners
  Washougal, WA

Previous Registrations

• 2022-05-03 → 2026-07-03
  Armstrong Advisory Group Inc.
  Wallingford, CT
  Needham, MA
  Washougal, WA
• 2017-10-31 → 2022-06-02
  Securities America Advisors, Inc.
  Needham, MA
  Wallingford, CT
• 2016-09-07 → 2017-10-31
  Scottrade Investment Management
  Saint Louis, MO
• 2016-05-05 → 2016-07-15
  3D Asset Management, Inc.
  East Hartford, CT
• 2014-09-02 → 2016-01-28
  Securities America Advisors, Inc.
  Waterbury, CT
• 2014-02-25 → 2014-08-23
  Osaic Institutions, Inc.
  Meriden, CT
  Ellington, CT
  Ellington, CT
• 2011-08-10 → 2013-10-10
  Edelman Financial Services, Llc
  Fairfax, VA
  Farmington, CT
  Farmington, CT
• 2007-06-05 → 2011-08-01
  Retirement Design & Management Inc
  Westport, CT
• 2005-08-30 → 2007-05-23
  Reby Advisors, Llc
  Danbury, CT
• 1999-04-28 → 2005-07-21
  Voya Financial Advisors, Inc.
  North Haven, CT

Other Businesses

(1) INSURANCE SALES: Starting 04/07/2025 Mr. Schaffer does not conduct insurance business although continues to maintain active individual agent/producer insurance licenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-15
• S63 Uniform Securities Agent State Law Examination
  1994-11-14

Designations