GFS WEALTH MANAGEMENT ADVISORS, INC.
Date of last update: 21 Apr 2025. Data updated weekly.
| Entity Name: | GFS WEALTH MANAGEMENT ADVISORS, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 30 Sep 2016 |
| Business ALEI: | 1219645 |
| Annual report due: | 30 Sep 2025 |
| Business address: | 2 ENTERPRISE DRIVE SUITE 305, SHELTON, CT, 06484, United States |
| Mailing address: | 2 ENTERPRISE DRIVE SUITE 305, SHELTON, CT, United States, 06484 |
| ZIP code: | 06484 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 20000 |
| E-Mail: | dmammina@coastlinewealth.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 | Residence address |
|---|---|---|---|
| Cynthia Grauer | Officer | 1303 Main Street, Port Jefferson, NY, 11777, United States | 49 Tuthill Ln, Remsenburg, NY, 11960-2031, United States |
| Philip Giammarino | Officer | 1303 Main Street, Port Jefferson, NY, 11777, United States | 2 Van Cott Pl, North Bellmore, NY, 11710-2639, United States |
| David Mammina | Officer | 1303 Main Street, Port Jefferson, NY, 11777, United States | 12 Meroke Lane, Rocky Point, NY, 11778, United States |
| Sean Russell | Officer | 1303 Main Street, Port Jefferson, NY, 11777, United States | 55 Neal Path, South Setauket, NY, 11720, United States |
| Garrett Taylor | Officer | 1303 Main Street, Port Jefferson, NY, 11777, United States | 35 Sawmill Rd, Cold Spring Harbor, NY, 11724, United States |
| Shiraz Zaidi | Officer | 1303 Main Street, Port Jefferson, NY, 11777, United States | 286 N Bicycle Path, Selden, NY, 11784-1612, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| VALERIE S. KOCH | Agent | 2 ENTERPRISE DRIVE, SUITE 305, SHELTON, CT, 06484, United States | 2 ENTERPRISE DRIVE, SUITE 305, SHELTON, CT, 06484, United States | +1 516-993-4317 | dmammina@coastlinewealth.com | 69 RAMSEY AVENUE, NAUGATUCK, CT, 06770, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012243597 | 2024-09-12 | - | Annual Report | Annual Report | - |
| BF-0011471301 | 2023-09-06 | - | Annual Report | Annual Report | - |
| BF-0010324100 | 2022-09-15 | - | Annual Report | Annual Report | 2022 |
| BF-0009812177 | 2021-09-21 | - | Annual Report | Annual Report | - |
| 0006972519 | 2020-09-03 | - | Annual Report | Annual Report | 2019 |
| 0006972524 | 2020-09-03 | - | Annual Report | Annual Report | 2020 |
| 0006641172 | 2019-09-05 | 2019-09-05 | Change of Agent | Agent Change | - |
| 0006232033 | 2018-08-13 | - | Annual Report | Annual Report | 2018 |
| 0005927363 | 2017-09-16 | - | Annual Report | Annual Report | 2017 |
| 0005676928 | 2016-09-30 | 2016-09-30 | Business Formation | Certificate of Incorporation | - |
This table presents a concise summary of a company's liens and debts, detailing essential information such as the lien type, debt amount, associated parties, and current status of each financial obligation.
| Subsequent Filing No | Status | Type | Filing Date | Lapse Date | Filing Type | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0005245456 | Active | OFS | 2024-10-21 | 2025-12-30 | AMENDMENT | |||||||||||||
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| Name | GFS WEALTH MANAGEMENT ADVISORS, INC. |
| Role | Debtor |
| Name | THE BANCORP BANK |
| Role | Secured Party |
Parties
| Name | Z2 Coastline LLC, as Collateral Agent |
| Role | Secured Party |
| Name | GFS WEALTH MANAGEMENT ADVISORS, INC. |
| Role | Debtor |
Parties
| Name | GFS WEALTH MANAGEMENT ADVISORS, INC. |
| Role | Debtor |
| Name | THE BANCORP BANK |
| Role | Secured Party |
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