| Name: | Efficient Capital Strategies, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 26 Apr 2016 (9 years ago) |
| Identification Number: | 001662752 |
| ZIP code: | 02806 |
| County: | Bristol County |
| Purpose: | INVESTMENT ADVISORY BUSINESS |
| Historical names: |
Essential Capital Strategies, LLC |
| Principal Address: |
310 MAPLE AVE L-06, BARRINGTON, RI, 02806, USA
|
| Mailing Address: |
111 MATHEWSON ROAD, BARRINGTON, RI, 02806, 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 |
|---|---|---|
| JONATHAN D. KUCZMARSKI | Agent | 111 MATHEWSON ROAD, BARRINGTON, RI, 02806, USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2016-04-26 | Essential Capital Strategies, LLC | Efficient Capital Strategies, LLC |
| Number | Name | File Date |
|---|---|---|
| 202452414390 | Annual Report | 2024-04-24 |
| 202452413780 | Statement of Change of Registered/Resident Agent Office | 2024-04-24 |
| 202331313510 | Annual Report | 2023-03-20 |
| 202219960010 | Annual Report | 2022-06-24 |
| 202219959960 | Annual Report | 2022-06-24 |
Date of last update: 01 Jun 2025
Sources: Rhode Island Department of State
