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MM

Mark Michna

SIGHTLINE WEALTH ADVISORS
Groton, CT 06340
Some features on this profile are disabled
CRD#: 7711119
MM

Professional summary

Mark Michna is a registered financial advisor currently at SIGHTLINE WEALTH ADVISORS, LLC located in Groton, Connecticut.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Mark has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Michna's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 30, 2023 - Present

SIGHTLINE WEALTH ADVISORS, LLC

Office #1: 495 Gold Star Highway Suite 100, Groton, CT 06340
RIA
CRD#: 176520
Groton, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SIGHTLINE WEALTH ADVISORS, LLC
PELLISH & STEFFEN LLC | SIGHTLINE WEALTH ADVISORS, LLC | SIGHTLINE WEALTH ADVISORS LLC | SIGHTLINE INVESTMENTS, LLC

CRD#: 176520 / SEC#: 801-91168

RIA
Registered Investment Advisory firm - (4/13/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(3/30/2023)

Exams

Current Firm

SW
SIGHTLINE WEALTH ADVISORS, LLC
PELLISH & STEFFEN LLC | SIGHTLINE WEALTH ADVISORS, LLC | SIGHTLINE WEALTH ADVISORS LLC | SIGHTLINE INVESTMENTS, LLC

CRD#: 176520 / SEC#: 801-91168

RIA
Registered Investment Advisory firm - (4/13/2015 Approved)
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Contact information

Main Address
495 Gold Star Highway Suite 100, Groton, CT 06340
Mailing Address
129 Samson Rock Dr, Madison, CT 06443
Phone number
(860) 448-0611
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SIGHTLINE FORM DISCLOSURE BROCHURE AND SUPPLEMENTS (7/15/2025)

Regulatory assets under management

Total Number of Accounts823
AUM (Assets Under Management)$ 293,878,415

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SIGHTLINE WEALTH ADVISORS, LLC

CRD#: 176520Groton, CT 06340

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