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 |
---|---|---|
CT CORPORATION SYSTEM | Agent | 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA |
Name | Role | Address |
---|---|---|
ROBERT M. GARDNER | MANAGER | 51 MADISON AVENUE NEW YORK, NY 10010 USA |
DEBORAH DUARTE | MANAGER | 51 MADISON AVENUE NEW YORK, NY 10010 USA |
DYLAN W. HUANG | MANAGER | 51 MADISON AVENUE NEW YORK, NY 10010 USA |
NATALIE LAMARQUE | MANAGER | 51 MADISON AVENUE NEW YORK, NY 10010 USA |
Number | Name | File Date |
---|---|---|
202450719000 | Annual Report | 2024-04-10 |
202332534400 | Annual Report | 2023-04-07 |
202215074630 | Annual Report | 2022-04-19 |
202102393440 | Annual Report | 2021-09-30 |
202056102260 | Annual Report | 2020-09-18 |
Date of last update: 28 May 2025
Sources: Rhode Island Department of State