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SAYBROOK WEALTH GROUP, INC.

Company Details

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
Business ALEI: 0919983
Annual report due: 27 Nov 2025
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
County: Middlesex
Place of Formation: CONNECTICUT
Total authorized shares: 20000
E-Mail: stephen.norton@saybrookwealth.com

form 5500

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
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 525100
Sponsor’s telephone number 8603882200
Plan sponsor’s address 288 MAIN STREET, OLD SAYBROOK, CT, 06475
SAYBROOK WEALTH GROUP, INC. 401(K) PLAN 2022 300449772 2023-10-09 SAYBROOK WEALTH GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 525100
Sponsor’s telephone number 8603882200
Plan sponsor’s address 288 MAIN STREET, OLD SAYBROOK, CT, 06475
SAYBROOK WEALTH GROUP, INC. 401(K) PLAN 2021 300449772 2022-09-27 SAYBROOK WEALTH GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 525100
Sponsor’s telephone number 8603882200
Plan sponsor’s address 288 MAIN STREET, OLD SAYBROOK, CT, 06475

Agent

Name Role Business address Mailing address Phone E-Mail 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

Officer

Name Role Business address Phone E-Mail 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
Elayne Marineau Officer 288 Main St, Old Saybrook, CT, 06475, United States No data No data 6 Caulkins Rd, Old Lyme, CT, 06371-1668, United States

Director

Name Role Business address Phone E-Mail 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

History

Type Old value New value Date of change
Name change SAYBROOK WEALTH SOLUTIONS, INC. SAYBROOK WEALTH GROUP, INC. 2010-06-08

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012289338 2024-11-12 No data Annual Report Annual Report No data
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
0006551678 2019-05-06 No data Annual Report Annual Report 2018
0006551675 2019-05-06 No data Annual Report Annual Report 2017
0006551673 2019-05-06 No data Annual Report Annual Report 2016
0006551663 2019-05-06 No data Annual Report Annual Report 2015

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website