Mark
Schaffer
Armstrong Advisory Group Inc
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About this Advisor
Mark Schaffer is a certified financial planner and chartered financial consultant who works out of Wallingford, Connecticut with 1 year of relevant experience. Schaffer is currently employed by Armstrong Advisory Group Inc. Throughout their career, they have worked at Sanders Morris Harris Inc, Edelman Financial Services LLC, Securities Service Network, Inc, Financial Vision, United Northeast Financial Advisors, Securities America, Inc, Scottrade, Inc, Securities America Advisors, Inc, United Bank, Coleman Financial Advisory, LLC, 3D Asset Management, Inc and Armstrong Advisory Group Inc. Schaffer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut and Massachusetts. Armstrong Advisory Group Inc is an advisory firm that has its headquarters in Needham Heights, MA. The investment advisory business has offices in nine locations and a total of 25 financial advisors. It controls $1 billion in assets among its 3,386 accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 3,386 client accounts, 43% belong to high-net-worth individuals who have at least $1 million in assets. Armstrong Advisory Group Inc performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice vary depending on which service is offered. However, fee types billed by Armstrong Advisory Group Inc most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Armstrong Advisory Group Inc Brokerage Details
$1,019,991,578
25
3,386
$301,238
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mark Schaffer Work History
Mark has been registered as a financial advisor for 1 years.*
Armstrong Advisory Group Inc
Securities America Advisors, Inc
Securities America, Inc
Scottrade, Inc
3D Asset Management, Inc
Securities Service Network, Inc
Financial Vision
United Northeast Financial Advisors
Securities America, Inc
Securities America Advisors, Inc
United Bank
Coleman Financial Advisory, LLC
Sanders Morris Harris Inc
Edelman Financial Services LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Schaffer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Armstrong Advisory Group Inc
Needham Heights, MA
Cranston, RI
Needham Heights, MA
Wallingford, CT
Needham Heights, MA
Portsmouth, NH
Portsmouth, NH
Cranston, RI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
