MARK Sheptoff Financial Planning LLC
Legal Name: MARK SHEPTOFF FINANCIAL PLANNING LLC
703 HEBRON AVE 3RD FLOOR, GLASTONBURY, CT
860-734-1090
http://www.marksheptoff.com
Frequently Asked Questions (FAQ)
Full Contact Details
MARK Sheptoff Financial Planning LLC
703 HEBRON AVE 3RD FLOOR, GLASTONBURY, CT
860-734-1090
860-734-1095
Other Info
MARK Sheptoff Financial Planning LLC is a limited liability company with three employees, including one advisory role. Its number of clients is unknown, but it is registered with the SEC with an approved status as of July 11, 2000.
Direct Owners
-
JEAN CATHERINE SHEPTOFF
LIMITED PARTNER owns more than 10% but less than 25%
-
MARK A SHEPTOFF
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER owns 75% or more
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 12, 2019
- CONSTELLATION BRANDS $4,468k
- AT&T INC $4,406k
- ABBOTT LABS $4,261k
- Berkshire Hathaway, Inc. $3,906k
- Apple Inc $2,347k
- AMERICAN WTR WKS CO $2,116k
- AEP $1,926k
- ABBVIE INC $1,832k
- CVS HEALTH CORP $1,615k
- CLOROX CO $1,332k