Sightline Wealth Advisors LLC
Legal Name: SIGHTLINE WEALTH ADVISORS, LLC
Full Contact Details
Sightline Wealth Advisors LLC
495 GOLD STAR HIGHWAY, SUITE 100, GROTON, CT
(860) 448-0611
(860) 445-0269
Other Info
Sightline Wealth Advisors, LLC is a Connecticut-based limited liability company with a team of 5 employees, including two who work in advisory roles. The number of clients the firm serves is currently unknown, but its most recent SEC status is listed as approved with a registration date of April 13, 2015, indicating its compliance with strong regulatory standards.
Sightline Wealth Advisors, LLC - Groton & Madison, CT
Advisors Alex Pellish and Mark Steffen work with you to define goals, assess opportunities and challenges, and create a customized, holistic financial plan.
Sightline Wealth Advisors, LLC - Groton & Madison, CT
Advisors Alex Pellish and Mark Steffen work with you to define goals, assess opportunities and challenges, and create a customized, holistic financial plan.
Direct Owners
-
MARK JOSEPH STEFFEN
MANAGING MEMBER owns 75% or more
-
STEFAN ALEXANDER PELLISH
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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