Mark Sheptoff Financial Planning LLC

Mark Sheptoff Financial Planning LLC (CRD# 108742) is a financial advisory firm headquartered in Glastonbury, CT. They manage $376,273,009 in 803 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    376
    MILLION
  • Total Number of Accounts
    803
    ACCOUNTS
  • Average Account Value
    $468,584
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.
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