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American Portfolios Advisors, Inc.

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Company Details

Name: American Portfolios Advisors, Inc.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Activ
Date of Organization in Rhode Island: 22 Mar 2023 (2 years ago)
Identification Number: 001754867
Place of Formation: DELAWARE
Purpose: REGISTERED INVESTMENT ADVISER
Principal Address: Google Maps Logo 4250 VETERANS MEMORIAL HWY 4TH FLOOR EAST, HOLBROOK, NY, 11741, 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
CORPORATION SERVICE COMPANY Agent 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA

TREASURER

Name Role Address
DAVID SCHMIDT TREASURER 18700 N HAYDEN RD., SUITE 255 SCOTTSDALE, AZ 85255 USA

DIRECTOR

Name Role Address
MATTHEW SCHLUETER DIRECTOR 2300 WINDY RIDGE PARKWAY, SUITE 750 ATLANTA, GA 30339 USA
GREG CORNICK DIRECTOR 18700 N HAYDEN RD, SUITE 255 SCOTTSDALE, AZ 85255 USA
JAMIE PRICE DIRECTOR 18700 N HAYDEN RD, SUITE 255 SCOTTSDALE, AZ 85255 USA

SECRETARY

Name Role Address
SAUMYA BHAVSAR SECRETARY 4250 VETERANS MEMORIAL HWY, 4TH FLOOR EAST HOLBROOK, NY 11741 USA

CEO, PRESIDENT/CHAIRMAN

Name Role Address
JAMIE PRICE CEO, PRESIDENT/CHAIRMAN 18700 N HAYDEN RD, SUITE 255 SCOTTSDALE, AZ 85255 USA

Filings

Number Name File Date
202453580670 Annual Report 2024-05-01
202331364620 Application for Certificate of Authority 2023-03-22
202571695900 Annual Report 2025-04-29

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Date of last update: 06 Jun 2025

Sources: Rhode Island Department of State