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MARK SHEPTOFF FINANCIAL PLANNING LLC
MARK SHEPTOFF FINANCIAL PLANNING LLC
GLASTONBURY, Connecticut
·
2 registered advisors
·
CRD# 108742
SEC# 801-57744
0
860-734-1090
01
Firm Overview
AUM
$406M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MARK SHEPTOFF FINANCIAL PLANNING LLC
2 registered advisors
Jean Catherine Sheptoff
GLASTONBURY, Connecticut
CRD# 4807187
Mark A Sheptoff
GLASTONBURY, Connecticut
CRD# 4634537
05
Office Locations
GLASTONBURY, Connecticut
2 advisors
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Data sourced from SEC Form ADV filings. MARK SHEPTOFF FINANCIAL PLANNING LLC (CRD# 108742) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.