Kenneth Sheptoff, financial advisor Farmington CT
93 score

Kenneth Sheptoff

CRD Number: 1130419
Current Firm: Sheptoff Investment Group LLC

Kenneth Sheptoff (CRD# 1130419) is an Investment Advisor Representative working at Sheptoff Investment Group LLC in Farmington, CT and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Sheptoff Investment Group LLC Farmington, CT Jan 2016 - Current 2
Independent Financial Group West Hartford, CT Feb 2012 - Current 6
Pacific West Securities, Inc. Renton, WA May 2006 - Feb 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
Contact Info for Kenneth Sheptoff
Phone Number: 860-461-9298
Firm Website: http://www.sheptoff.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $355,330
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

CT

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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