Andrew Kevan Schiff

Employer firm

Tritonpoint Wealth, LLC CRD 328398

$1.55B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2011 → 07/2019
  United Capital Financial Advisors
  Bethesda, MD
• 10/2023 → Present
  Tritonpoint Wealth, Llc
  Chevy Chase, MD
• 07/2019 → 10/2023
  Goldman Sachs Personal Financial Management
  Bethesda, MD

Previous Registrations

• 2011-01-04 → 2023-11-03
  United Capital Financial Advisors
  Bethesda, MD
  Bethesda, MD
• 1998-12-01 → 2011-05-20
  Mtb Asset Management, Inc.
  Bethesda, MD

Other Businesses

1. Owner at Upper Fells Point Ventures, LLC, a residential real estate holding company. Organization's primary address is in Baltimore, MD. Organization is not primarily engaged in investment-related activities. Start Date is January 12th, 2005. Two hours per month. Duties include collecting rent and selecting the property management company. 2. Owner at SSR LLC, a residential real estate holding company. Organization's primary address is in Baltimore, MD. Organization is not primarily engaged in investment-related activities. Start Date is June 9th, 2009. One hour per month. Duties include general ownership responsibilities. 3. Owner at Bareh LLC, a real estate holding company. Organization's primary address is in Baltimore, MD. Organization is not primarily engaged in investment-related activities. Start Date is February 1st, 2012. One hour per month. Duties include general ownership responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-04