| Entity Name: | SAYBROOK WEALTH GROUP, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 27 Nov 2007 (Companies founded in November 2007) |
| Business ALEI: | 0919983 |
| Annual report due: | 27 Nov 2024 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 288 MAIN STREET, OLD SAYBROOK, CT, 06475, United States |
| Mailing address: | 288 MAIN STREET, OLD SAYBROOK, CT, United States, 06475 |
| ZIP code: | 06475 (Companies in Middlesex, 06475) |
| County: | Middlesex |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 20000 |
| E-Mail: | stephen.norton@saybrookwealth.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SAYBROOK WEALTH GROUP, INC. 401(K) PLAN | 2023 | 300449772 | 2024-10-08 | SAYBROOK WEALTH GROUP, INC. | 5 | |||||||||||||
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| SAYBROOK WEALTH GROUP, INC. 401(K) PLAN | 2022 | 300449772 | 2023-10-09 | SAYBROOK WEALTH GROUP, INC. | 5 | |||||||||||||
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| SAYBROOK WEALTH GROUP, INC. 401(K) PLAN | 2021 | 300449772 | 2022-09-27 | SAYBROOK WEALTH GROUP, INC. | 5 | |||||||||||||
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| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| STEPHEN E. NORTON | Agent | 288 Main Street, OLD SAYBROOK, CT, 06475, United States | 288 Main Street, OLD SAYBROOK, CT, 06475, United States | +1 860-304-5248 | stephen.norton@saybrookwealth.com | 25 PLYMOUTH COURT, MILFORD, CT, 06460, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| CHERYL F. NORTON | Officer | 288 MAIN STREET, OLD SAYBROOK, CT, 06475, United States | No data | No data | 19 PARK AVENUE, 19 PARK AVENUE, OLD SAYBROOK, CT, 06475, United States |
| STEPHEN E. NORTON | Officer | 288 MAIN STREET, OLD SAYBROOK, CT, 06475, United States | +1 860-304-5248 | stephen.norton@saybrookwealth.com | 25 PLYMOUTH COURT, MILFORD, CT, 06460, United States |
| STEPHEN NORTON | Officer | 288 MAIN STREET, OLD SAYBROOK, CT, 06475, United States | No data | No data | 25 PLYMOUTH COURT, MILFORD, CT, 06460, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| STEPHEN E. NORTON | Director | 288 MAIN STREET, OLD SAYBROOK, CT, 06475, United States | +1 860-304-5248 | stephen.norton@saybrookwealth.com | 25 PLYMOUTH COURT, MILFORD, CT, 06460, United States |
| STEPHEN NORTON | Director | 288 MAIN STREET, OLD SAYBROOK, CT, 06475, United States | No data | No data | 25 PLYMOUTH COURT, MILFORD, CT, 06460, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | SAYBROOK WEALTH SOLUTIONS, INC. | SAYBROOK WEALTH GROUP, INC. | 2010-06-08 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0011282673 | 2023-11-27 | No data | Annual Report | Annual Report | No data |
| BF-0010802152 | 2022-11-27 | No data | Annual Report | Annual Report | No data |
| BF-0009822105 | 2022-05-04 | No data | Annual Report | Annual Report | No data |
| 0007282431 | 2021-04-05 | No data | Annual Report | Annual Report | 2020 |
| 0006714161 | 2020-01-07 | No data | Annual Report | Annual Report | 2019 |
| 0006551663 | 2019-05-06 | No data | Annual Report | Annual Report | 2015 |
| 0006551675 | 2019-05-06 | No data | Annual Report | Annual Report | 2017 |
| 0006551678 | 2019-05-06 | No data | Annual Report | Annual Report | 2018 |
| 0006551673 | 2019-05-06 | No data | Annual Report | Annual Report | 2016 |
| 0005316882 | 2015-04-15 | No data | Annual Report | Annual Report | 2014 |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
