Active
MARK SHEPTOFF FINANCIAL PLANNING LLC
Investment Advice|GLASTONBURY, CT
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$428M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 428.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 108742 |
| SEC Number | 801-57744 |
| Street Address | 703 HEBRON AVE 3RD FLOOR |
| Location | GLASTONBURY, CT 06033 |
| Country | United States |
| Phone | 860-734-1090 |
| Fax | 860-734-1095 |
| Total Employees | 3 |
| Business Types | accountant |
Client Count by Type (236 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 126 |
| High Net Worth Individual… | 93 |
| Pension/Profit Sharing Pl… | 9 |
| Corporations/Businesses | 8 |
Community Partners
CITY OF HARTFORD
CITY OF NEW BRITAIN
CITY OF NEW BRITAIN
MARLBOROUGH TOWN HALL
OFFICE OF WORKFORCE STRATEGY
TOWN OF BERLIN CT
TOWN OF BLOOMFIELD
TOWN OF CANTON TOWN HALL
TOWNOFGLASTONBURY
TOWN OF HARTLAND CT
TOWN OF NEWINGTON CT
TOWN OF ROCKY HILL
TOWN OF WEST HARTFORD
TOWN OF WETHERSFIELD TOWN HALL
TOWN OF WINDSOR
UNITED CENTERLESS GRINDING AND THREAD ROLLING INC
WEST HARTFORD LIBRARY FOUNDATION INC
CITY OF HARTFORD
CITY OF NEW BRITAIN
CITY OF NEW BRITAIN
MARLBOROUGH TOWN HALL
OFFICE OF WORKFORCE STRATEGY
TOWN OF BERLIN CT
TOWN OF BLOOMFIELD
TOWN OF CANTON TOWN HALL
TOWNOFGLASTONBURY
TOWN OF HARTLAND CT
TOWN OF NEWINGTON CT
TOWN OF ROCKY HILL
TOWN OF WEST HARTFORD
TOWN OF WETHERSFIELD TOWN HALL
TOWN OF WINDSOR
UNITED CENTERLESS GRINDING AND THREAD ROLLING INC
WEST HARTFORD LIBRARY FOUNDATION INC
CITY OF HARTFORD
CITY OF NEW BRITAIN
CITY OF NEW BRITAIN
MARLBOROUGH TOWN HALL
OFFICE OF WORKFORCE STRATEGY
TOWN OF BERLIN CT
TOWN OF BLOOMFIELD
TOWN OF CANTON TOWN HALL
TOWNOFGLASTONBURY
TOWN OF HARTLAND CT
TOWN OF NEWINGTON CT
TOWN OF ROCKY HILL
TOWN OF WEST HARTFORD
TOWN OF WETHERSFIELD TOWN HALL
TOWN OF WINDSOR
UNITED CENTERLESS GRINDING AND THREAD ROLLING INC
WEST HARTFORD LIBRARY FOUNDATION INC
Municipal Government
17 Active
17
Organizations
BLOOMFIELD HOUSING AUTHORITY
CAPITOL REGION COUNCIL OF GOVERNMENTS
CENTRAL CONNECTICUT HEALTH DISTRICT
CITY OF BRISTOL BURLINGTON HEALTH DISTRICT
EAST HARTFORD HOUSING AUTHORITY
ENFIELD HOUSING AUTHORITY
FARMINGTON VALLEY HEALTH DISTRICT
GREATER HARTFORD TRANSIT DISTRICT
HARTFORD PARKING AUTHORITY
HOUSING AUTHORITY OF THE CITY OF HARTFORD
MANCHESTER HOUSING AUTH
NORTH CENTRAL DISTRICT HEALTH
SHAKER PINES FIRE DISTRICT 5
SOUTH CENTRAL HEALTH DISTRICT
TOWN OF BERLIN HOUSING AUTHORITY
TOWN OF WINDSOR LOCKS HOUSING
WEST HARTFORD BLOOMFIELD HEALTH DISTRICT
BLOOMFIELD HOUSING AUTHORITY
CAPITOL REGION COUNCIL OF GOVERNMENTS
CENTRAL CONNECTICUT HEALTH DISTRICT
CITY OF BRISTOL BURLINGTON HEALTH DISTRICT
EAST HARTFORD HOUSING AUTHORITY
ENFIELD HOUSING AUTHORITY
FARMINGTON VALLEY HEALTH DISTRICT
GREATER HARTFORD TRANSIT DISTRICT
HARTFORD PARKING AUTHORITY
HOUSING AUTHORITY OF THE CITY OF HARTFORD
MANCHESTER HOUSING AUTH
NORTH CENTRAL DISTRICT HEALTH
SHAKER PINES FIRE DISTRICT 5
SOUTH CENTRAL HEALTH DISTRICT
TOWN OF BERLIN HOUSING AUTHORITY
TOWN OF WINDSOR LOCKS HOUSING
WEST HARTFORD BLOOMFIELD HEALTH DISTRICT
BLOOMFIELD HOUSING AUTHORITY
CAPITOL REGION COUNCIL OF GOVERNMENTS
CENTRAL CONNECTICUT HEALTH DISTRICT
CITY OF BRISTOL BURLINGTON HEALTH DISTRICT
EAST HARTFORD HOUSING AUTHORITY
ENFIELD HOUSING AUTHORITY
FARMINGTON VALLEY HEALTH DISTRICT
GREATER HARTFORD TRANSIT DISTRICT
HARTFORD PARKING AUTHORITY
HOUSING AUTHORITY OF THE CITY OF HARTFORD
MANCHESTER HOUSING AUTH
NORTH CENTRAL DISTRICT HEALTH
SHAKER PINES FIRE DISTRICT 5
SOUTH CENTRAL HEALTH DISTRICT
TOWN OF BERLIN HOUSING AUTHORITY
TOWN OF WINDSOR LOCKS HOUSING
WEST HARTFORD BLOOMFIELD HEALTH DISTRICT
Special District
17 Active
17
Organizations
ANGEL OF EDGEWOOD, INC.
CAPITOL REGION EDUCATION COUNCIL
EAST HARTFORD PUBLIC SCHOOLS
ANGEL OF EDGEWOOD, INC.
CAPITOL REGION EDUCATION COUNCIL
EAST HARTFORD PUBLIC SCHOOLS
ANGEL OF EDGEWOOD, INC.
CAPITOL REGION EDUCATION COUNCIL
EAST HARTFORD PUBLIC SCHOOLS
School District
3 Active
3
Organizations
10TH WORLD CONGRESS OF VETERINARY
117 WELLS
11 FARMINGTON VALLEY
122 WATERTOWN
129 FARMINGTON VALLEY CHAPTER OF TROUT UNLIMITED
150 Commons Way Investors Inc
1636 HERITAGE PARTNERSHIP INC
169TH INFANTRY VETERANS CORPS
1746 MACHINIST CLUB
17T LOCAL
1892 CLUB INC
1ST MARYLAND INFANTRY COMPANY H C S A INC
20 STARKEL LLC
21ST CENTURY TOLLAND FUND INC
233 ALLEN STREET INC
2-4-1 Care Inc
261 FEARLESS CLUB CONNECTICUT
2 FEET 4 GOOD
3 2 1 LEARN INC
32 SPORTS INC
10TH WORLD CONGRESS OF VETERINARY
117 WELLS
11 FARMINGTON VALLEY
122 WATERTOWN
129 FARMINGTON VALLEY CHAPTER OF TROUT UNLIMITED
150 Commons Way Investors Inc
1636 HERITAGE PARTNERSHIP INC
169TH INFANTRY VETERANS CORPS
1746 MACHINIST CLUB
17T LOCAL
1892 CLUB INC
1ST MARYLAND INFANTRY COMPANY H C S A INC
20 STARKEL LLC
21ST CENTURY TOLLAND FUND INC
233 ALLEN STREET INC
2-4-1 Care Inc
261 FEARLESS CLUB CONNECTICUT
2 FEET 4 GOOD
3 2 1 LEARN INC
32 SPORTS INC
10TH WORLD CONGRESS OF VETERINARY
117 WELLS
11 FARMINGTON VALLEY
122 WATERTOWN
129 FARMINGTON VALLEY CHAPTER OF TROUT UNLIMITED
150 Commons Way Investors Inc
1636 HERITAGE PARTNERSHIP INC
169TH INFANTRY VETERANS CORPS
1746 MACHINIST CLUB
17T LOCAL
1892 CLUB INC
1ST MARYLAND INFANTRY COMPANY H C S A INC
20 STARKEL LLC
21ST CENTURY TOLLAND FUND INC
233 ALLEN STREET INC
2-4-1 Care Inc
261 FEARLESS CLUB CONNECTICUT
2 FEET 4 GOOD
3 2 1 LEARN INC
32 SPORTS INC
Nonprofit Organization
4742 Active
4742
Organizations
Community Partners87 organizations
CITY OF HARTFORD
Municipal Government·HARTFORD
CITY OF NEW BRITAIN
Municipal Government·NEW BRITAIN
MARLBOROUGH TOWN HALL
Municipal Government·MARLBOROUGH
OFFICE OF WORKFORCE STRATEGY
Municipal Government·HARTFORD
TOWN OF BERLIN CT
Municipal Government·BERLIN
TOWN OF CANTON TOWN HALL
Municipal Government·COLLINSVILLE
TOWNOFGLASTONBURY
Municipal Government·GLASTONBURY
TOWN OF HARTLAND CT
Municipal Government·EAST HARTLAND
TOWN OF NEWINGTON CT
Municipal Government·NEWINGTON
TOWN OF ROCKY HILL
Municipal Government·ROCKY HILL
TOWN OF WEST HARTFORD
Municipal Government·WEST HARTFORD
TOWN OF WETHERSFIELD TOWN HALL
Municipal Government·WETHERSFIELD
TOWN OF WINDSOR
Municipal Government·WINDSOR
UNITED CENTERLESS GRINDING AND THREAD ROLLING INC
Municipal Government·EAST HARTFORD
WEST HARTFORD LIBRARY FOUNDATION INC
Municipal Government·WEST HARTFORD
BLOOMFIELD HOUSING AUTHORITY
Special District·BLOOMFIELD
CAPITOL REGION COUNCIL OF GOVERNMENTS
Special District·HARTFORD
CENTRAL CONNECTICUT HEALTH DISTRICT
Special District·ROCKY HILL
CITY OF BRISTOL BURLINGTON HEALTH DISTRICT
Special District·BRISTOL
EAST HARTFORD HOUSING AUTHORITY
Special District·EAST HARTFORD
ENFIELD HOUSING AUTHORITY
Special District·ENFIELD
FARMINGTON VALLEY HEALTH DISTRICT
Special District·COLLINSVILLE
GREATER HARTFORD TRANSIT DISTRICT
Special District·HARTFORD
HARTFORD PARKING AUTHORITY
Special District·HARTFORD
HOUSING AUTHORITY OF THE CITY OF HARTFORD
Special District·HARTFORD
MANCHESTER HOUSING AUTH
Special District·MANCHESTER
NORTH CENTRAL DISTRICT HEALTH
Special District·ENFIELD
SHAKER PINES FIRE DISTRICT 5
Special District·ENFIELD
SOUTH CENTRAL HEALTH DISTRICT
Special District·SOUTHINGTON
TOWN OF BERLIN HOUSING AUTHORITY
Special District·BERLIN
TOWN OF WINDSOR LOCKS HOUSING
Special District·WINDSOR LOCKS
WEST HARTFORD BLOOMFIELD HEALTH DISTRICT
Special District·BLOOMFIELD
ANGEL OF EDGEWOOD, INC.
School District·HARTFORD
CAPITOL REGION EDUCATION COUNCIL
School District·HARTFORD
10TH WORLD CONGRESS OF VETERINARY
Nonprofit Organization·SOUTHINGTON
117 WELLS
Nonprofit Organization·WETHERSFIELD
11 FARMINGTON VALLEY
Nonprofit Organization·GLASTONBURY
122 WATERTOWN
Nonprofit Organization·Glastonbury
129 FARMINGTON VALLEY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·BRISTOL
150 Commons Way Investors Inc
Nonprofit Organization·HARTFORD
1636 HERITAGE PARTNERSHIP INC
Nonprofit Organization·HARTFORD
169TH INFANTRY VETERANS CORPS
Nonprofit Organization·New Britain
1746 MACHINIST CLUB
Nonprofit Organization·EAST HARTFORD
17T LOCAL
Nonprofit Organization·New Britain
1892 CLUB INC
Nonprofit Organization·Hartford
1ST MARYLAND INFANTRY COMPANY H C S A INC
Nonprofit Organization·MANCHESTER
20 STARKEL LLC
Nonprofit Organization·WEST HARTFORD
21ST CENTURY TOLLAND FUND INC
Nonprofit Organization·MANCHESTER
233 ALLEN STREET INC
Nonprofit Organization·HARTFORD
2-4-1 Care Inc
Nonprofit Organization·Hartford
261 FEARLESS CLUB CONNECTICUT
Nonprofit Organization·Wethersfield
2 FEET 4 GOOD
Nonprofit Organization·ENFIELD
3 2 1 LEARN INC
Nonprofit Organization·Glastonbury
32 SPORTS INC
Nonprofit Organization·MANCHESTER
330 North Brand Inc CO UBS REALTY INVESTORS LLC
Nonprofit Organization·HARTFORD
3350 LATINO AND PUERTO RICAN CLUB
Nonprofit Organization·West Hartford
364 PUTNAM AVENUE INC
Nonprofit Organization·HARTFORD
43RD AVIATION FLYING CLUB INC
Nonprofit Organization·WETHERSFIELD
43RD INFANTRY DIVISION VETERANS ASSOCIATION
Nonprofit Organization·Berlin
44 CLUB SCHOLARSHIP FUND INC
Nonprofit Organization·NEW BRITAIN
4601 NORTH FAIRFAX DRIVE INVESTORS LLC
Nonprofit Organization·HARTFORD
4 CS SQUARE DANCE CLUB INC
Nonprofit Organization·berlin
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·East Hartford
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Windsor
4-H EDUCATION CENTER
Nonprofit Organization·BLOOMFIELD
4-H EDUCATION CENTER AT AUERFARM INC
Nonprofit Organization·BLOOMFIELD
5TH DISTRICT
Nonprofit Organization·Bristol
643 AUDITORS
Nonprofit Organization·Hartford
82D AIRBORNE DIVISION ASSOCIATION INC
Nonprofit Organization·Windsor
8 Ward Political Club
Nonprofit Organization·New Britain
97 PUTNAM GRANGE
Nonprofit Organization·Glastonbury
9926 SOFAR CLUB
Nonprofit Organization·Bristol
994 VFW-CONN
Nonprofit Organization·BRISTOL
AAPL INSTITUTE FOR EDUCATION AND
Nonprofit Organization·BLOOMFIELD
AASHA KIRAN INITIATIVE
Nonprofit Organization·Unionville
ABBOTT BALL CO
Nonprofit Organization·WEST HARTFORD
A BETTER CONNECTICUT INSTITUTE INC
Nonprofit Organization·HARTFORD
ABRAMS PROJECT INC
Nonprofit Organization·ENFIELD
ABUNDANT LIFE CENTER INC
Nonprofit Organization·Hartford
ACADEMIC ADVOCACY & CONSULTING INC
Nonprofit Organization·HARTFORD
ACADEMIC ADVOCACY & CONSULTING INC
Nonprofit Organization·Hartford
ACADEMIC ALLIANCE FOR A BETTER WORLD INC
Nonprofit Organization·COLLINSVILLE
ACADEMIC ARTISTS ASSOCIATION INC
Nonprofit Organization·Enfield
Academy of Financial Services
Nonprofit Organization·Southington