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Mark Joseph Steffen

SIGHTLINE WEALTH ADVISORS, LLC·GROTON, Connecticut
Clean recordSIGHTLINE WEALTH ADVISORS, LLC
495 GOLD STAR HIGHWAY, GROTON, CT 06340CRD# 2457526Firm CRD# 176520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Joseph Steffen · GROTON, CT
Registration
CRD #2457526 · SIGHTLINE WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Joseph Steffen is a registered financial advisor based in GROTON, Connecticut, affiliated with SIGHTLINE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
SIGHTLINE WEALTH ADVISORS, LLC
SIGHTLINE WEALTH ADVISORS, LLC
AUM
$242M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SIGHTLINE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2457526
Firm CRD# 176520
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Joseph Steffen offer?
Mark Joseph Steffen specializes in Financial Planning, Investment Management. Contact their office in GROTON, Connecticut for a consultation.
What are Mark Joseph Steffen's credentials?
Mark Joseph Steffen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Joseph Steffen located?
Mark Joseph Steffen is based in GROTON, Connecticut, working with SIGHTLINE WEALTH ADVISORS, LLC. Their office serves clients in the GROTON metropolitan area and surrounding communities.
How does Mark Joseph Steffen charge for services?
Mark Joseph Steffen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIGHTLINE WEALTH ADVISORS, LLC?
SIGHTLINE WEALTH ADVISORS, LLC has approximately 6 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SIGHTLINE WEALTH ADVISORS, LLC

Stefan Alexander Pellish
GROTON, CT

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
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Research
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