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Mark Joseph Steffen

Managing MemberSightline Wealth Advisors, LLCCRD 2457526

About Mark Joseph Steffen

Mark Joseph Steffen is listed as Managing Member at Sightline Wealth Advisors, LLC in Groton, CT. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Sightline Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Mark Joseph Steffen work?

Mark Joseph Steffen is listed as Managing Member at Sightline Wealth Advisors, LLC on SEC Form ADV.

How much of Sightline Wealth Advisors, LLC does Mark Joseph Steffen own?

Form ADV reports a beneficial ownership band of 50-75%.

Sightline Wealth Advisors, LLC

TitleManaging Member
Ownership50-75%
Control personYes
Since2015