| Entity Name: | MERITAGE FINANCIAL STRATEGIES, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 07 Jun 2006 |
| Business ALEI: | 0862285 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 447 NAUBUC AVENUE SUITE 111, GLASTONBURY, CT, 06033, United States |
| Mailing address: | 447 NAUBUC AVENUE SUITE 111, GLASTONBURY, CT, United States, 06033 |
| ZIP code: | 06033 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | BRETT@MERITAGEFS.COM |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| BRETT T WENTZELL | Agent | 447 Naubuc Avenue, 111, Glastonbury, CT, 06033, United States | 51 Main Street, South Glastonbury, CT, 06073, United States | +1 860-716-4393 | BRETT@MERITAGEFS.COM | 51 Main Street, South Glastonbury, CT, 06073, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| BRETT T WENTZELL | Officer | 447 NAUBUC AVENUE, SUITE 111, GLASTONBURY, CT, 06033, United States | +1 860-716-4393 | BRETT@MERITAGEFS.COM | 51 Main Street, South Glastonbury, CT, 06073, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012101265 | 2024-02-14 | No data | Annual Report | Annual Report | No data |
| BF-0011413877 | 2023-05-06 | No data | Annual Report | Annual Report | No data |
| BF-0010529409 | 2022-09-26 | No data | Annual Report | Annual Report | No data |
| BF-0008526179 | 2022-01-11 | No data | Annual Report | Annual Report | 2020 |
| BF-0009910539 | 2022-01-11 | No data | Annual Report | Annual Report | No data |
| 0006404690 | 2019-02-23 | No data | Annual Report | Annual Report | 2019 |
| 0006329715 | 2019-01-21 | No data | Annual Report | Annual Report | 2018 |
| 0006113691 | 2018-03-08 | No data | Annual Report | Annual Report | 2016 |
| 0006113693 | 2018-03-08 | No data | Annual Report | Annual Report | 2017 |
| 0005458433 | 2016-01-05 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
