Sightline Wealth Advisors, LLC

Sightline Wealth Advisors, LLC (CRD# 176520) is a financial advisory firm headquartered in Groton, CT. They manage $116,571,358 in 607 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    607
    ACCOUNTS
  • Average Account Value
    $192,045
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NE

Financial Advisors at Sightline Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stefan A. Pellish
CRD#: 2726284
495 Gold Star Highway, Suite 100, Groton, CT 06340
93
Wealthminder
score

Stefan Pellish (CRD# 2726284) is an Investment Advisor Representative working at Sightline Wealth Advisors, LLC in Groton, CT and has over 20 years of experience in the finance industry.

2
Mark J. Steffen
CRD#: 2457526
495 Gold Star Highway, Suite 100, Groton, CT 06340
93
Wealthminder
score

Mark Steffen (CRD# 2457526) is an Investment Advisor Representative working at Sightline Wealth Advisors, LLC in Groton, CT and has over 14 years of experience in the finance industry.

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