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NERI FINANCIAL LLC

Company Details

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
Principal Address: 107 TOUISSET ROAD, WARREN, RI, 02885, USA
Purpose: FINANCIAL ADVISORY
Fictitious names: NERI FINANCIAL (trading name, 2022-03-21 - )

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
GEORGE M. CAPPELLO Agent 942 PARK AVENUE, CRANSTON, RI, 02910, USA

Filings

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
202034152560 Articles of Organization 2020-02-11

Date of last update: 27 Oct 2024

Sources: Rhode Island Department of State