American Portfolios Advisors, Inc.

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 |
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CORPORATION SERVICE COMPANY | Agent | 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA |
Name | Role | Address |
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DAVID SCHMIDT | TREASURER | 18700 N HAYDEN RD., SUITE 255 SCOTTSDALE, AZ 85255 USA |
Name | Role | Address |
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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 |
Name | Role | Address |
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SAUMYA BHAVSAR | SECRETARY | 4250 VETERANS MEMORIAL HWY, 4TH FLOOR EAST HOLBROOK, NY 11741 USA |
Name | Role | Address |
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JAMIE PRICE | CEO, PRESIDENT/CHAIRMAN | 18700 N HAYDEN RD, SUITE 255 SCOTTSDALE, AZ 85255 USA |
Number | Name | File Date |
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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