Sightline Wealth Advisors, LLC

Sightline Wealth Advisors, LLC (CRD# 176520) is a financial advisory firm headquartered in Groton, CT. They manage $242,397,670 in 799 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
495 Gold Star Highway, Suite 100, Groton, CT 06340
http://sightlinewa.com
By the Numbers
  • Total Assets Under Management
    242
    MILLION
  • Total Number of Accounts
    799
    ACCOUNTS
  • Average Account Value
    $303,376
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NE, NY, RI

Financial Advisors at Sightline Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
William Duvall, financial advisor Groton CT
William E. Duvall
CRD#: 4746407
495 Gold Star Highway, Suite 100, Groton, CT 06340

William Duvall (CRD# 4746407) is an Investment Advisor Representative working at Sightline Wealth Advisors, LLC in Groton, CT and has over 15 years of experience in the finance industry.

2
Stefan Pellish, financial advisor Groton CT
Stefan A. Pellish
CRD#: 2726284
495 Gold Star Highway, Suite 100, Groton, CT 06340

Stefan Pellish (CRD# 2726284) is an Investment Advisor Representative working at Sightline Wealth Advisors, LLC in Groton, CT and has over 27 years of experience in the finance industry.

3
Mark Steffen, financial advisor Groton CT
Mark J. Steffen
CRD#: 2457526
495 Gold Star Highway, Suite 100, Groton, CT 06340

Mark Steffen (CRD# 2457526) is an Investment Advisor Representative working at Sightline Wealth Advisors, LLC in Groton, CT and has over 22 years of experience in the finance industry.

4
Mark Michna, financial advisor Groton CT
Mark Michna
CRD#: 7711119
495 Gold Star Highway, Suite 100, Groton, CT 06340

Mark Michna (CRD# 7711119) is an Investment Advisor Representative working at Sightline Wealth Advisors, LLC in Groton, CT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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