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NerdWallet Advisory LLC

Company Details

Name: NerdWallet Advisory LLC
Jurisdiction: Rhode Island
Entity type: Foreign Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 01 May 2023 (2 years ago)
Identification Number: 001756798
Place of Formation: DELAWARE
Principal Address: 55 HAWTHORNE STREET 10TH FLOOR, SAN FRANCISCO, CA, 94105, USA
Purpose: INVESTMENT ADVISOR SERVICES
Fictitious names: NerdWallet Advisors (trading name, 2023-06-15 - )

Industry & Business Activity

NAICS

523999 Miscellaneous Financial Investment Activities

This U.S. industry comprises establishments primarily engaged in acting as agents and/or brokers (except securities brokerages and commodity contracts brokerages) in buying or selling financial contracts and those providing financial investment services (except securities and commodity exchanges; portfolio management; investment advice; and trust, fiduciary, and custody services) on a fee or commission basis. Learn more at the U.S. Census Bureau

Agent

Name Role Address
TELOS LEGAL CORP. Agent 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA

Filings

Number Name File Date
202458045750 Statement of Change of Registered/Resident Agent 2024-07-18
202451681270 Annual Report 2024-04-19
202337943540 Fictitious Business Name Statement 2023-06-15
202334971870 Application for Registration 2023-05-01

Date of last update: 29 Oct 2024

Sources: Rhode Island Department of State