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MARK SHEPTOFF FINANCIAL PLANNING LLC

GLASTONBURY, CT · CRD 108742 · IAPD ↗ · marksheptoff.com · 860-734-1090

$466.5MRegulatory AUM
1Advisory reps
3Employees
0Clients
251-500Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — MARK SHEPTOFF FINANCIAL PLANNING LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.