| Name: | NERI FINANCIAL LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 11 Feb 2020 (5 years ago) |
| Identification Number: | 001704693 |
| ZIP code: | 02885 |
| County: | Bristol County |
| Purpose: | FINANCIAL ADVISORY |
| Fictitious names: |
NERI FINANCIAL (trading name, 2022-03-21 - ) |
| Principal Address: |
107 TOUISSET ROAD, WARREN, RI, 02885, 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 |
|---|---|---|
| GEORGE M. CAPPELLO | Agent | 942 PARK AVENUE, CRANSTON, RI, 02910, USA |
| Number | Name | File Date |
|---|---|---|
| 202448297990 | Annual Report | 2024-03-08 |
| 202330090980 | Annual Report | 2023-03-06 |
| 202213283610 | Fictitious Business Name Statement | 2022-03-21 |
| 202210849620 | Annual Report | 2022-02-14 |
| 202103530970 | Annual Report | 2021-10-18 |
Date of last update: 13 May 2025
Sources: Rhode Island Department of State
