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SIGHTLINE WEALTH ADVISORS, LLC

Company Details

Entity Name: SIGHTLINE WEALTH ADVISORS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 14 Mar 2001 (Companies founded in March 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 (Companies in New London, 06340)
County: New London
Place of Formation: CONNECTICUT
E-Mail: msteffen@sightlinewa.com

Central Index Key

CIK number Mailing Address Business Address Phone
1841979 495 GOLD STAR HIGHWAY, SUITE 100, GROTON, CT, 06340 495 GOLD STAR HIGHWAY, SUITE 100, GROTON, CT, 06340 (860) 448-0611

Filings since 2024-08-05

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

Agent

Name Role Business address Mailing address Phone E-Mail 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

Officer

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

History

Type Old value New value Date of change
Name change SEELY-BUTLER, PELLISH AND ASSOCIATES, LLC SIGHTLINE WEALTH ADVISORS, LLC 2015-05-05

Filing

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: 04 Nov 2024

Sources: Connecticut's Official State Website