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Stefan Alexander Pellish

SIGHTLINE WEALTH ADVISORS, LLC·GROTON, Connecticut
Clean recordSIGHTLINE WEALTH ADVISORS, LLC
495 GOLD STAR HIGHWAY, GROTON, CT 06340CRD# 2726284Firm CRD# 176520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stefan Alexander Pellish · GROTON, CT
Registration
CRD #2726284 · SIGHTLINE WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stefan Alexander Pellish 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# 2726284
Firm CRD# 176520
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stefan Alexander Pellish offer?
Stefan Alexander Pellish specializes in Financial Planning, Investment Management. Contact their office in GROTON, Connecticut for a consultation.
What are Stefan Alexander Pellish's credentials?
Stefan Alexander Pellish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stefan Alexander Pellish located?
Stefan Alexander Pellish 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 Stefan Alexander Pellish charge for services?
Stefan Alexander Pellish'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

Mark Joseph Steffen
GROTON, CT

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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