SP
Stefan Pellish
from Sightline Wealth Advisors, LLC
Stefan Pellish is a financial advisor based in Connecticut, Groton,
with 31 years of experience. Stefan currently works for
Sightline Wealth Advisors, LLC.
Stefan maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stefan Pellish works at Sightline Wealth Advisors, LLC
Sightline Wealth Advisors, LLC is a financial advisory firm based in Groton, Connecticut. It currently has approximately $166,718,656 of assets under management and employs about 5 people. Sightline Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
18 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
495 Gold Star Highway, Suite 100, Groton, Connecticut, 6340
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