Mark SheptoffCRD Number: 4634537
Current Firm: Mark Sheptoff Financial Planning LLC
Mark Sheptoff (CRD# 4634537) is an Investment Advisor Representative working at Mark Sheptoff Financial Planning LLC in Glastonbury, CT and has 1 year of experience in the finance industry.
Springboard Asset Management LLC
Advice And Planning Services
Northwestern Mutual Investment Services,llc
|Mark Sheptoff Financial Planning LLC||Glastonbury, CT||Aug 1997 - Current||23|
|Sheptoff Reuber & Company Pc||Glastonbury, CT||Jun 1975 - Current||45|
Total Assets Under Management364MILLIONS
Total Number of Accounts831ACCOUNTS
Average Account Value$437,858
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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