FARMINGBURY FINANCIAL SERVICES, LLC
Date of last update: 21 Apr 2025. Data updated weekly.
| Entity Name: | FARMINGBURY FINANCIAL SERVICES, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 28 Dec 1998 |
| Business ALEI: | 0609808 |
| Annual report due: | 31 Mar 2026 |
| Business address: | 724 WOLCOTT RD. SUITE 5, WOLCOTT, CT, 06716, United States |
| Mailing address: | PO BOX 6155, WOLCOTT, CT, United States, 06716-6155 |
| ZIP code: | 06716 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | aarons@farmingburyfinancial.com |
NAICS
523940 Portfolio Management and Investment AdviceThis industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Learn more at the U.S. Census Bureau
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| SUSAN WERETELNIK | Officer | 724 WOLCOTT RD., Suite 5, WOLCOTT, CT, 06716, United States | - | - | 3211 EAST MAIN STREET #07, WATERBURY, CT, 06705, United States |
| AARON SCHROEDER | Officer | 724 WOLCOTT RD, Suite 5, WOLCOTT, CT, 06716, United States | +1 203-910-3747 | aarons@farmingburyfinancial.com | 51 1/2 SILVER ST., MIDDLETOWN, CT, 06457, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| AARON SCHROEDER | Agent | 724 WOLCOTT RD., SUITE 5, WOLCOTT, CT, 06716, United States | P.O. BOX 6155, WOLCOTT, CT, 06716, United States | +1 203-910-3747 | aarons@farmingburyfinancial.com | 51 1/2 SILVER ST., MIDDLETOWN, CT, 06457, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012937498 | 2025-02-20 | - | Annual Report | Annual Report | - |
| BF-0012275693 | 2024-02-13 | - | Annual Report | Annual Report | - |
| BF-0011154786 | 2023-02-16 | - | Annual Report | Annual Report | - |
| BF-0010341255 | 2022-01-11 | - | Annual Report | Annual Report | 2022 |
| 0007169592 | 2021-02-17 | - | Annual Report | Annual Report | 2021 |
| 0006955474 | 2020-07-30 | - | Annual Report | Annual Report | 2020 |
| 0006370017 | 2019-02-07 | - | Annual Report | Annual Report | 2019 |
| 0006033503 | 2018-01-25 | - | Annual Report | Annual Report | 2018 |
| 0005976390 | 2017-11-30 | - | Annual Report | Annual Report | 2017 |
| 0005703362 | 2016-11-28 | - | Annual Report | Annual Report | 2016 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 2448767301 | 2020-04-29 | 0156 | PPP | 724 WOLCOTT ROAD, 2ND FL, WOLCOTT, CT, 06716 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Sources: Company Profile on Connecticut's Official State Website
* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information