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Bailey Wealth Advisors, Inc.

Company Details

Name: Bailey Wealth Advisors, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 01 Oct 2013 (12 years ago)
Identification Number: 000842455
ZIP code: 02828
County: Providence County
Purpose: FINANCIAL ADVISORY AND ASSET MANAGEMENT Title: 7-1.2-1701
Principal Address: Google Maps Logo 509 PUTNAM PIKE, GREENVILLE, RI, 02828, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This 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

Agent

Name Role Address
STEVEN M. BAILEY, CPA Agent 3 COMMERCE STREET, GREENVILLE, RI, 02828, USA

PRESIDENT

Name Role Address
STEVEN M BAILEY PRESIDENT 509 PUTNAM PIKE GREENVILLE, RI 02828 USA

TREASURER

Name Role Address
STEVEN M BAILEY TREASURER 509 PUTNAM PIKE GREENVILLE, RI 02828 USA

SECRETARY

Name Role Address
STEVEN M BAILEY SECRETARY 509 PUTNAM PIKE GREENVILLE, RI 02828 USA

VICE PRESIDENT

Name Role Address
LISA R BAILEY VICE PRESIDENT 509 PUTNAM PIKE GREENVILLE, RI 02828 USA

Filings

Number Name File Date
202448176150 Annual Report 2024-03-11
202338843650 Annual Report 2023-06-28
202338128720 Revocation Notice For Failure to File An Annual Report 2023-06-19
202217880310 Annual Report 2022-05-26
202184200850 Annual Report 2021-01-05

USAspending Awards / Financial Assistance

Date:
2020-06-23
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
24700.00
Total Face Value Of Loan:
24700.00

Date of last update: 31 May 2025

Sources: Rhode Island Department of State