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
| Title | Managing Member, Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 1997 |