| Entity Name: | SIGHTLINE WEALTH ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 14 Mar 2001 |
| Business ALEI: | 0676069 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 495 GOLDSTAR HIGHWAY SUITE 100, GROTON, CT, 06340, United States |
| Mailing address: | 495 GOLDSTAR HIGHWAY SUITE 100, GROTON, CT, United States, 06340 |
| ZIP code: | 06340 |
| County: | New London |
| Place of Formation: | CONNECTICUT |
| E-Mail: | msteffen@sightlinewa.com |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | SIGHTLINE WEALTH ADVISORS, LLC | 000117661 | RHODE ISLAND |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1841979 | 495 GOLD STAR HIGHWAY, SUITE 100, GROTON, CT, 06340 | 495 GOLD STAR HIGHWAY, SUITE 100, GROTON, CT, 06340 | (860) 448-0611 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | N-PX |
| File number | 028-20528 |
| Filing date | 2024-08-05 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-02
| Form type | 13F-HR |
| File number | 028-20528 |
| Filing date | 2024-08-02 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-24
| Form type | 13F-HR |
| File number | 028-20528 |
| Filing date | 2024-04-24 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-23
| Form type | 13F-HR |
| File number | 028-20528 |
| Filing date | 2024-01-23 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-01
| Form type | 13F-HR |
| File number | 028-20528 |
| Filing date | 2023-11-01 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-14
| Form type | 13F-HR |
| File number | 028-20528 |
| Filing date | 2023-07-14 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-02
| Form type | 13F-HR |
| File number | 028-20528 |
| Filing date | 2023-05-02 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-26
| Form type | 13F-HR |
| File number | 028-20528 |
| Filing date | 2023-01-26 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-27
| Form type | 13F-HR |
| File number | 028-20528 |
| Filing date | 2022-10-27 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-15
| Form type | 13F-HR |
| File number | 028-20528 |
| Filing date | 2022-07-15 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-29
| Form type | 13F-HR |
| File number | 028-20528 |
| Filing date | 2022-04-29 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-26
| Form type | 13F-HR |
| File number | 028-20528 |
| Filing date | 2022-01-26 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-25
| Form type | 13F-HR |
| File number | 028-20528 |
| Filing date | 2021-10-25 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-22
| Form type | 13F-HR |
| File number | 028-20528 |
| Filing date | 2021-07-22 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-10
| Form type | 13F-HR |
| File number | 028-20528 |
| Filing date | 2021-05-10 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-02
| Form type | 13F-HR |
| File number | 028-20528 |
| Filing date | 2021-02-02 |
| Reporting date | 2020-12-31 |
| File | View File |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| MARK J STEFFEN | Agent | 495 GOLDSTAR HIGHWAY SUITE 100, GROTON, CT, 06340, United States | 495 GOLD STAR HWY STE 100, GROTON, CT, 06340, United States | +1 860-448-0611 | info@sightlinewa.com | 495 GOLD STAR HWY STE 100, GROTON, CT, 06340, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| MARK J. STEFFEN | Officer | 495 GOLD STAR HWY #100, GROTON, CT, 06340, United States | 495 GOLD STAR HWY #100, GROTON, CT, 06340, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | SEELY-BUTLER, PELLISH AND ASSOCIATES, LLC | SIGHTLINE WEALTH ADVISORS, LLC | 2015-05-05 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012232207 | 2024-02-01 | No data | Annual Report | Annual Report | No data |
| BF-0011404410 | 2023-01-25 | No data | Annual Report | Annual Report | No data |
| BF-0010303330 | 2022-02-03 | No data | Annual Report | Annual Report | 2022 |
| 0007091726 | 2021-02-01 | No data | Annual Report | Annual Report | 2021 |
| 0006809075 | 2020-03-02 | 2020-03-02 | Change of Agent | Agent Change | No data |
| 0006779585 | 2020-02-25 | No data | Annual Report | Annual Report | 2018 |
| 0006779588 | 2020-02-25 | No data | Annual Report | Annual Report | 2019 |
| 0006779565 | 2020-02-25 | No data | Annual Report | Annual Report | 2017 |
| 0006779595 | 2020-02-25 | No data | Annual Report | Annual Report | 2020 |
| 0006779035 | 2020-02-20 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
