| Entity Name: | CHARISE FAMILY ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 10 Dec 2018 |
| Business ALEI: | 1292846 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 274 RIVERSIDE AVE - FLOOR 4, WESTPORT, CT, 06880, United States |
| Mailing address: | 39 IMPERIAL AVENUE, WESTPORT, CT, United States, 06880 |
| ZIP code: | 06880 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | christy.charise@nm.com |
| Name | Role |
|---|---|
| LAMPERT, TOOHEY & RUCCI, LLC | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| JUSTIN A. CHARISE | Officer | 39 IMPERIAL AVENUE, WESTPORT, CT, 06880, United States | 39 IMPERIAL AVENUE, WESTPORT, CT, 06880, United States |
| CHRISTINE A. CHARISE | Officer | 39 IMPERIAL AVENUE, WESTPORT, CT, 06880, United States | 39 IMPERIAL AVENUE, WESTPORT, CT, 06880, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012123386 | 2024-01-19 | No data | Annual Report | Annual Report | No data |
| BF-0011243139 | 2023-02-08 | No data | Annual Report | Annual Report | No data |
| BF-0010288503 | 2022-04-05 | No data | Annual Report | Annual Report | 2022 |
| 0007153409 | 2021-02-15 | No data | Annual Report | Annual Report | 2021 |
| 0007153384 | 2021-02-15 | No data | Annual Report | Annual Report | 2020 |
| 0006528890 | 2019-04-09 | No data | Annual Report | Annual Report | 2019 |
| 0006290675 | 2018-12-10 | 2018-12-10 | Business Formation | Certificate of Organization | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
