SEC Form ADV

MARK SHEPTOFF FINANCIAL PLANNING LLC

Registered Investment AdviserCT
$466.5M
Assets Under Management
771
Total Clients
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Registration Details

Accession
CRD-108742
Location
GLASTONBURY, CT
Filing Date
March 30, 2026
AUM
$466.5M
Total Clients
771
Amendment
No

About this Adviser

MARK SHEPTOFF FINANCIAL PLANNING LLC is a registered investment adviser headquartered in GLASTONBURY, CT, managing approximately $466.5M in assets across 771 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.