| Entity Name: | MORRISSEY WEALTH MANAGEMENT LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 21 Nov 2017 (Companies founded in November 2017) |
| Business ALEI: | 1256210 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 116 WASHINGTON AVENUE FLOOR 3, NORTH HAVEN, CT, 06473, United States |
| Mailing address: | 116 WASHINGTON AVENUE FLOOR 3, NORTH HAVEN, CT, United States, 06473 |
| ZIP code: | 06473 (Companies in New Haven, 06473) |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | ryan@morrisseywm.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MWM 401K | 2022 | 823443865 | 2023-07-29 | MORRISSEY WEALTH MANAGEMENT LLC | 2 | |||||||||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2023-07-29 |
| Name of individual signing | RYAN MORRISSEY |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-07-29 |
| Name of individual signing | RYAN MORRISSEY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-01-10 |
| Business code | 523900 |
| Sponsor’s telephone number | 8609867881 |
| Plan sponsor’s DBA name | MORRISSEY WEALTH MANAGEMENT |
| Plan sponsor’s address | 116 WASHINGTON AVE STE 3, NORTH HAVEN, CT, 064731721 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-14 |
| Name of individual signing | RYAN MORRISSEY |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-07-14 |
| Name of individual signing | RYAN MORRISSEY |
| Valid signature | Filed with authorized/valid electronic signature |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-01-10 |
| Business code | 523900 |
| Sponsor’s telephone number | 8609867881 |
| Plan sponsor’s DBA name | MORRISSEY WEALTH MANAGEMENT |
| Plan sponsor’s address | 116 WASHINGTON AVE STE 3, NORTH HAVEN, CT, 064731721 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-10 |
| Name of individual signing | RYAN MORRISSEY |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-07-10 |
| Name of individual signing | RYAN MORRISSEY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-01-10 |
| Business code | 523900 |
| Sponsor’s telephone number | 8609867881 |
| Plan sponsor’s DBA name | MORRISSEY WEALTH MANAGEMENT |
| Plan sponsor’s address | 116 WASHINGTON AVE, FLOOR 3, NORTH HAVEN, CT, 06473 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-29 |
| Name of individual signing | RYAN MORRISSEY |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-07-29 |
| Name of individual signing | RYAN MORRISSEY |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| RYAN MORRISSEY | Officer | 116 WASHINGTON AVENUE FLOOR 3, NORTH HAVEN, CT, 06473, United States | 48 Minna Ct, Cheshire, CT, 06410-3247, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| RYAN R. MORRISSEY | Agent | 116 WASHINGTON AVENUE FLOOR 3, NORTH HAVEN, CT, 06473, United States | 116 WASHINGTON AVENUE FLOOR 3, NORTH HAVEN, CT, 06473, United States | +1 203-823-0241 | ryan@morrisseywm.com | 48 Minna Ct, Cheshire, CT, 06410-3247, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012114557 | 2024-06-06 | No data | Annual Report | Annual Report | No data |
| BF-0011346310 | 2023-03-16 | No data | Annual Report | Annual Report | No data |
| BF-0010650026 | 2022-06-24 | No data | Annual Report | Annual Report | No data |
| BF-0009327656 | 2022-06-14 | No data | Annual Report | Annual Report | 2020 |
| BF-0009848429 | 2022-06-14 | No data | Annual Report | Annual Report | No data |
| 0006701890 | 2019-12-26 | No data | Annual Report | Annual Report | 2018 |
| 0006701894 | 2019-12-26 | No data | Annual Report | Annual Report | 2019 |
| 0005972323 | 2017-11-21 | 2017-11-21 | Business Formation | Certificate of Organization | No data |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
