SIGHTLINE WEALTH ADVISORS, LLC

SIGHTLINE WEALTH ADVISORS, LLC of GROTON, CT is an SEC-registered investment adviser (CRD 176520). Regulatory assets under management: $354.2M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (5)

NameRoleLocation
Mark Joseph SteffenMANAGING MEMBER
Stefan Alexander PellishMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
WINN CHRISTOPHER EDWARDMEMBER AND CHIEF COMPLIANCE OFFICER
STEFFEN SCOTT JOSEPHMANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
PELLISH STEFAN ALEXANDERMANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

Branch offices (1)

CityStateEmployeesPhone
MADISONCT2(860) 448-0611

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