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Mark Michna

Sightline Wealth Advisors, LLC

Groton, CT

CRD 7711119

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Employer firm

Sightline Wealth Advisors, LLC CRD 176520

$354M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Sightline Wealth Advisors, Llc

495 Gold Star Highway Suite 100, Groton, CT 06340 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-03-30
  • CT RA
    APPROVED
    Since 2023-03-30

Branch Locations

495 Gold Star Highway Suite 100, Groton, CT 06340 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prospect Partners, Llc Chicago IL 07/2004 03/2023
Sightline Wealth Advisors, Llc Guilford CT 03/2023 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC

Nearby Investors

WILLIAM EDWARD DUVALL
MARK JOSEPH STEFFEN
STEFAN ALEXANDER PELLISH

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Groton, CT
CETERA INVESTMENT ADVISERS LLC · GROTON, CT
LPL FINANCIAL LLC · GROTON, CT

More in Groton, CT

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