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Jean Catherine Sheptoff

MARK SHEPTOFF FINANCIAL PLANNING LLC·GLASTONBURY, Connecticut
Clean recordMARK SHEPTOFF FINANCIAL PLANNING LLC
703 HEBRON AVE 3RD FLOOR, GLASTONBURY, CT 06033CRD# 4807187Firm CRD# 108742

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jean Catherine Sheptoff · GLASTONBURY, CT
Registration
CRD #4807187 · MARK SHEPTOFF FINANCIAL PLANNING LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jean Catherine Sheptoff is a registered financial advisor based in GLASTONBURY, Connecticut, affiliated with MARK SHEPTOFF FINANCIAL PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MARK SHEPTOFF FINANCIAL PLANNING LLC
MARK SHEPTOFF FINANCIAL PLANNING LLC
AUM
$406M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MARK SHEPTOFF FINANCIAL PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4807187
Firm CRD# 108742
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jean Catherine Sheptoff offer?
Jean Catherine Sheptoff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GLASTONBURY, Connecticut for a consultation.
What are Jean Catherine Sheptoff's credentials?
Jean Catherine Sheptoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jean Catherine Sheptoff located?
Jean Catherine Sheptoff is based in GLASTONBURY, Connecticut, working with MARK SHEPTOFF FINANCIAL PLANNING LLC. Their office serves clients in the GLASTONBURY metropolitan area and surrounding communities.
How does Jean Catherine Sheptoff charge for services?
Jean Catherine Sheptoff's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARK SHEPTOFF FINANCIAL PLANNING LLC?
MARK SHEPTOFF FINANCIAL PLANNING LLC has approximately 3 employees and manages $406M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MARK SHEPTOFF FINANCIAL PLANNING LLC

Mark A Sheptoff
GLASTONBURY, CT

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