Sightline Wealth Advisors, LLC
Sightline Wealth Advisors, LLC (CRD# 176520) is a financial advisory firm headquartered in Groton, CT. They manage $242,397,670 in 799 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management242MILLION
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Total Number of Accounts799ACCOUNTS
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Average Account Value$303,376
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL, NE, NY, RI
William Duvall (CRD# 4746407) is an Investment Advisor Representative working at Sightline Wealth Advisors, LLC in Groton, CT and has over 15 years of experience in the finance industry.
Stefan Pellish (CRD# 2726284) is an Investment Advisor Representative working at Sightline Wealth Advisors, LLC in Groton, CT and has over 28 years of experience in the finance industry.
Mark Steffen (CRD# 2457526) is an Investment Advisor Representative working at Sightline Wealth Advisors, LLC in Groton, CT and has over 22 years of experience in the finance industry.
Mark Michna (CRD# 7711119) is an Investment Advisor Representative working at Sightline Wealth Advisors, LLC in Groton, CT and has 1 year of experience in the finance industry.