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Mark A Sheptoff

Managing Member, Chief Compliance OfficerMark Sheptoff Financial Planning LLCCRD 4634537

About Mark A Sheptoff

Mark A Sheptoff is listed as Managing Member, Chief Compliance Officer at Mark Sheptoff Financial Planning LLC in Glastonbury, CT. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Mark Sheptoff Financial Planning LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Mark A Sheptoff work?

Mark A Sheptoff is listed as Managing Member, Chief Compliance Officer at Mark Sheptoff Financial Planning LLC on SEC Form ADV.

How much of Mark Sheptoff Financial Planning LLC does Mark A Sheptoff own?

Form ADV reports a beneficial ownership band of Over 75%.

Mark Sheptoff Financial Planning LLC

TitleManaging Member, Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since1997
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