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Seaport Financial Education, LLC

Company Details

Name: Seaport Financial Education, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 12 Nov 2024 (7 months ago)
Identification Number: 001781545
ZIP code: 02871
County: Newport County
Purpose: RI REGISTERED INVESTMENT ADVISORY FIRM.
Principal Address: Google Maps Logo 138 HERITAGE DRIVE, PORTSMOUTH, RI, 02871, USA
Mailing Address: Google Maps Logo 138 HERITAGE DR., PORTSMOUTH, RI, 02871, 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
WILLIAM JOHN DWYER, III Agent 138 HERITAGE DRIVE, PORTSMOUTH, RI, 02871, USA

Filings

Number Name File Date
202461063640 Articles of Organization 2024-11-12
202566627620 Annual Report 2025-03-10

Date of last update: 16 May 2025

Sources: Rhode Island Department of State