MARK Sheptoff Financial Planning LLC
Legal Name: MARK SHEPTOFF FINANCIAL PLANNING LLC
703 HEBRON AVE 3RD FLOOR, GLASTONBURY, CT
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 legally known as MARK SHEPTOFF FINANCIAL PLANNING LLC. It is a CT Limited Liability Company. This firm has 3 employees, of which 1 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 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
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