Mark Sheptoff Financial Planning LLC

Mark Sheptoff Financial Planning LLC (CRD# 108742) is a financial advisory firm headquartered in Glastonbury, CT. They manage $405,921,864 in 810 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
703 Hebron Ave 3rd Floor, Glastonbury, CT 06033
http://www.marksheptoff.com
By the Numbers
  • Total Assets Under Management
    406
    MILLION
  • Total Number of Accounts
    810
    ACCOUNTS
  • Average Account Value
    $501,138
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Mark Sheptoff Financial Planning LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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