Mark Joseph Steffen
Investment adviser representative at Sightline Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$354.2MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Sightline Wealth Advisors, LLCApr 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (CT).
Sightline Wealth Advisors, LLC
$354.2MAssets managed
290Clients
4Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2457526
- Firm CRD
- 176520