The Roosevelt Investment Group, Inc.
BranchShare on:
| Name: | The Roosevelt Investment Group, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Corporation |
| Status: | Conversion |
| Date of Organization in Rhode Island: | 28 Jun 2006 (19 years ago) |
| Date of Dissolution: | 28 Dec 2020 (5 years ago) |
| Date of Status Change: | 28 Dec 2020 (5 years ago) |
| Branch of: | The Roosevelt Investment Group, Inc., NEW YORK (Company Number 1489751) |
| Identification Number: | 000157166 |
| ZIP code: | 02906 |
| City: | Providence |
| County: | Providence County |
| Place of Formation: | NEW YORK |
| Purpose: | BACK OFFICE FOR FINANCIAL SERVICES COMPANY |
| Principal Address: |
4 RICHMOND SQUARE SUITE 100, PROVIDENCE, RI, 02906, USA
|
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| DAVID SHEER | Agent | 4 RICHMOND SQUARE SUITE 500, PROVIDENCE, RI, 02906, USA |
| Name | Role | Address |
|---|---|---|
| DAVID SHEER | CO-CEO | 120 PROSPECT STREET PROVIDENCE, RI 02906 USA |
| ADAM SHEER | CO-CEO | 750 COLUMBUS AVE, APT 2H NEW YORK, NY 10025 USA |
| Name | Role | Address |
|---|---|---|
| ARTHUR H SHEER | CIO | 13287 AVILA BEACH COVE DELRAY BEACH, FL 33446 USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Conversion | 2020-12-28 | The Roosevelt Investment Group, Inc. | The Roosevelt Investment Group, LLC on 12-28-2020 |
| Number | Name | File Date |
|---|---|---|
| 202030966530 | Annual Report | 2020-01-02 |
| 201882898190 | Annual Report | 2018-12-19 |
| 201855522550 | Annual Report | 2018-01-02 |
| 201729565580 | Annual Report | 2017-01-05 |
| 201693055780 | Annual Report | 2016-02-24 |
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Date of last update: 11 Jul 2025
Sources: Rhode Island Department of State