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EMPOWER FINANCIAL ADVISORY, LLC

Company Details

Entity Name: EMPOWER FINANCIAL ADVISORY, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 06 Jun 2017 (Companies founded in June 2017)
Business ALEI: 1241247
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 655 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033, United States
Mailing address: 655 WINDING BROOK DRIVE, GLASTONBURY, CT, United States, 06033
ZIP code: 06033 (Companies in Hartford, 06033)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: rwilliams@empowerfa.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EMPOWER FINANCIAL ADVISORY LLC 401(K) PLAN 2023 821796570 2024-06-26 EMPOWER FINANCIAL ADVISORY LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8604942600
Plan sponsor’s address 655 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033
EMPOWER FINANCIAL ADVISORY LLC 401(K) PLAN 2022 821796570 2023-04-24 EMPOWER FINANCIAL ADVISORY LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8604942600
Plan sponsor’s address 655 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033

Signature of

Role Plan administrator
Date 2023-04-24
Name of individual signing RONALD E. WILLIAMS, JR.
Valid signature Filed with authorized/valid electronic signature
EMPOWER FINANCIAL ADVISORY LLC 401(K) PLAN 2021 821796570 2022-07-06 EMPOWER FINANCIAL ADVISORY LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8604942600
Plan sponsor’s address 655 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033

Signature of

Role Plan administrator
Date 2022-07-06
Name of individual signing RONALD E. WILLIAMS, JR.
Valid signature Filed with authorized/valid electronic signature
EMPOWER FINANCIAL ADVISORY LLC 401(K) PLAN 2020 821796570 2021-03-16 EMPOWER FINANCIAL ADVISORY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8604942600
Plan sponsor’s address 655 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033

Signature of

Role Plan administrator
Date 2021-03-16
Name of individual signing RONALD E. WILLIAMS, JR.
Valid signature Filed with authorized/valid electronic signature
EMPOWER FINANCIAL ADVISORY LLC 401(K) PLAN 2020 821796570 2021-03-16 EMPOWER FINANCIAL ADVISORY LLC 7
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8604942600
Plan sponsor’s address 655 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033

Signature of

Role Plan administrator
Date 2021-03-16
Name of individual signing RONALD E. WILLIAMS, JR.
Valid signature Filed with authorized/valid electronic signature
EMPOWER FINANCIAL ADVISORY LLC 401(K) PLAN 2019 821796570 2020-06-30 EMPOWER FINANCIAL ADVISORY LLC 8
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8604942600
Plan sponsor’s address 655 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033

Signature of

Role Plan administrator
Date 2020-06-30
Name of individual signing RONALD E. WILLIAMS, JR.
Valid signature Filed with authorized/valid electronic signature
EMPOWER FINANCIAL ADVISORY LLC 401(K) PLAN 2019 821796570 2020-06-30 EMPOWER FINANCIAL ADVISORY LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8604942600
Plan sponsor’s address 655 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033

Signature of

Role Plan administrator
Date 2020-06-30
Name of individual signing RONALD E. WILLIAMS, JR.
Valid signature Filed with authorized/valid electronic signature
EMPOWER FINANCIAL ADVISORY LLC 401(K) PLAN 2018 821796570 2019-06-24 EMPOWER FINANCIAL ADVISORY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8604942600
Plan sponsor’s address 655 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033

Signature of

Role Plan administrator
Date 2019-06-24
Name of individual signing RONALD E. WILLIAMS, JR.
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
RONALD E WILLIAMS JR Agent 655 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033, United States 655 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033, United States +1 860-558-5532 rwilliams@empowerfa.com 40 TOLLAND TURNPIKE, TOLLAND, CT, 06084, United States

Officer

Name Role Business address Residence address
RONALD E. WILLIAMS JR. Officer 655 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033, United States 40 Tolland Turnpike, Tolland, CT, 06084, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012119442 2024-01-15 No data Annual Report Annual Report No data
BF-0011336937 2023-01-18 No data Annual Report Annual Report No data
BF-0010392975 2022-02-24 No data Annual Report Annual Report 2022
0007105108 2021-02-02 No data Annual Report Annual Report 2021
0006793105 2020-02-27 No data Annual Report Annual Report 2020
0006454051 2019-03-12 No data Annual Report Annual Report 2019
0006018106 2018-01-19 No data Annual Report Annual Report 2018
0005860254 2017-06-06 2017-06-06 Business Formation Certificate of Organization No data

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website