| Entity Name: | ADVICEONE ADVISORY SERVICES, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 14 Dec 1998 (Companies founded in December 1998) |
| Business ALEI: | 0608713 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033, United States |
| Mailing address: | 100 WESTERN BOULEVARD, GLASTONBURY, CT, United States, 06033 |
| ZIP code: | 06033 (Companies in Hartford, 06033) |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | accounting@adviceonellc.com |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| MICHAEL P. GROSSMAN | Officer | 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033, United States | +1 860-659-4900 | accounting@adviceonellc.com | 100 Western Blvd, Glastonbury, CT, 06033-4360, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| MICHAEL P. GROSSMAN | Agent | 100 Western Blvd, Glastonbury, CT, 06033-4360, United States | 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033, United States | +1 860-659-4900 | accounting@adviceonellc.com | 100 Western Blvd, Glastonbury, CT, 06033-4360, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | ADVICEONE, LLC | ADVICEONE ADVISORY SERVICES, LLC | 2000-10-19 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012302366 | 2024-02-28 | No data | Annual Report | Annual Report | No data |
| BF-0011154589 | 2023-02-17 | No data | Annual Report | Annual Report | No data |
| BF-0010268701 | 2022-02-01 | No data | Annual Report | Annual Report | 2022 |
| 0007111518 | 2021-02-02 | No data | Annual Report | Annual Report | 2021 |
| 0006718744 | 2020-01-10 | No data | Annual Report | Annual Report | 2020 |
| 0006316101 | 2019-01-10 | No data | Annual Report | Annual Report | 2019 |
| 0006066865 | 2018-02-09 | No data | Annual Report | Annual Report | 2018 |
| 0005970292 | 2017-11-21 | No data | Annual Report | Annual Report | 2017 |
| 0005698044 | 2016-11-16 | No data | Annual Report | Annual Report | 2016 |
| 0005430891 | 2015-11-17 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website
