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  5. ADVICEONE, LLC

ADVICEONE, LLC

Headquarter

Company Details

Entity Name: ADVICEONE, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 19 Oct 2000
Business ALEI: 0663977
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 100 WESTERN BLVD, GLASTONBURY, CT, 06033, United States
Mailing address: 100 WESTERN BLVD, GLASTONBURY, CT, United States, 06033
ZIP code: 06033
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: accounting@adviceonellc.com

Links between entities

Type Company Name Company Number State
Headquarter of ADVICEONE, LLC LLC_13120277 ILLINOIS
Headquarter of ADVICEONE, LLC 001769741 RHODE ISLAND

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2023 061616224 2024-07-26 ADVICEONE, LLC 49
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8604303614
Plan sponsor’s address 100 WESTERN BLVD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2024-07-26
Name of individual signing COURTNEY MCSWYNY
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2022 061616224 2023-06-20 ADVICEONE, LLC 55
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8604303614
Plan sponsor’s address 100 WESTERN BLVD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2023-06-20
Name of individual signing COURTNEY MCSWYNY
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2021 061616224 2022-07-27 ADVICEONE, LLC 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8604303614
Plan sponsor’s address 100 WESTERN BLVD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2022-07-27
Name of individual signing COURTNEY MCSWYNY
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2020 061616224 2021-05-11 ADVICEONE LLC 53
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606594900
Plan sponsor’s address 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2021-05-11
Name of individual signing ANITA ROBERTS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-11
Name of individual signing ANITA ROBERTS
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2019 061616224 2020-06-08 ADVICEONE LLC 59
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606594900
Plan sponsor’s address 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2020-06-08
Name of individual signing ANITA ROBERTS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-08
Name of individual signing ANITA ROBERTS
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2018 061616224 2019-05-29 ADVICEONE LLC 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606594900
Plan sponsor’s address 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2019-05-29
Name of individual signing MICHAEL GROSSMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-05-29
Name of individual signing MICHAEL GROSSMAN
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2017 061616224 2018-07-23 ADVICEONE LLC 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606594900
Plan sponsor’s address 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2018-07-23
Name of individual signing MICHAEL GROSSMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-23
Name of individual signing MICHAEL GROSSMAN
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2016 061616224 2017-06-12 ADVICEONE LLC 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606594900
Plan sponsor’s address 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2017-06-12
Name of individual signing MICHAEL P. GROSSMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-12
Name of individual signing MICHAEL P. GROSSMAN
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2015 061616224 2016-06-21 ADVICEONE LLC 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606594900
Plan sponsor’s address 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2016-06-21
Name of individual signing MICHAEL P GROSSMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-06-21
Name of individual signing MICHAEL P GROSSMAN
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2014 061616224 2015-05-14 ADVICEONE, LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606594900
Plan sponsor’s address 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2015-05-14
Name of individual signing MICHAEL GROSSMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-14
Name of individual signing MICHAEL GROSSMAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
MICHAEL P. GROSSMAN Agent 100 WESTERN BLVD., GLASTONBURY, CT, 06033, United States 100 WESTERN BLVD., GLASTONBURY, CT, 06033, United States +1 860-659-4900 accounting@adviceonellc.com 100 Western Blvd, Glastonbury, CT, 06033-4360, United States

Officer

Name Role Business address Residence address
MICHAEL P. GROSSMAN CFP, CFS Officer 100 WESTERN BLVD., GLASTONBURY, CT, 06033, United States 15 FRIENDLY WAY, ROCKY HILL, CT, 06067, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012302367 2024-03-11 No data Annual Report Annual Report No data
BF-0011397995 2023-02-17 No data Annual Report Annual Report No data
BF-0010232977 2022-02-01 No data Annual Report Annual Report 2022
0007111486 2021-02-02 No data Annual Report Annual Report 2021
0006718709 2020-01-10 No data Annual Report Annual Report 2020
0006397993 2019-02-22 No data Annual Report Annual Report 2019
0006066862 2018-02-09 No data Annual Report Annual Report 2018
0005946434 2017-10-16 No data Annual Report Annual Report 2017
0005666255 2016-10-05 No data Annual Report Annual Report 2016
0005398662 2015-09-21 No data Annual Report Annual Report 2015

Related by officers

MICHAEL P. GROSSMAN

ADVICEONE ADVISORY SERVICES, LLC GLASTONBURY STARS BASKETBALL, INC. WALDEMAR REALTY, LLC ADVICEONE EMPOWERMENT COACHING, LLC EXPONENTIAL PRODUCTION, LLC ADVICEONE MORTGAGE, LLC

Related by address

100 WESTERN BLVD, GLASTONBURY, CT, 06033, United States

ACCOUNTING RESOURCES, INC.

100 WESTERN BLVD, GLASTONBURY, CT, United States, 06033

ACCOUNTING RESOURCES, INC.

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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