| Entity Name: | Nesso Wealth, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 23 Jan 2017 |
| Business ALEI: | 1227791 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 409 CANAL STREET, MILLDALE, CT, 06467, United States |
| Mailing address: | 409 CANAL STREET 409 CANAL STREET, MILLDALE, CT, United States, 06467 |
| ZIP code: | 06467 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | kglatt@nessogroup.com |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | Nesso Wealth, LLC, NEW YORK | 7004972 | NEW YORK |
| Headquarter of | Nesso Wealth, LLC, FLORIDA | M24000002510 | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FLP FINANCIAL GROUP 401 K PROFIT SHARING PLAN TRUST | 2015 | 451212246 | 2016-05-19 | FLP FINANCIAL GROUP LLC. | 13 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2016-05-19 |
| Name of individual signing | MEGAN MARQUES |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2011-01-01 |
| Business code | 812990 |
| Sponsor’s telephone number | 2034392772 |
| Plan sponsor’s address | 555 HIGHLAND AVE, CHESHIRE, CT, 06410 |
Signature of
| Role | Plan administrator |
| Date | 2015-07-13 |
| Name of individual signing | MEGAN MARQUES |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2011-01-01 |
| Business code | 812990 |
| Sponsor’s telephone number | 2034392772 |
| Plan sponsor’s address | 555 HIGHLAND AVE., CHESHIRE, CT, 06410 |
Signature of
| Role | Plan administrator |
| Date | 2014-07-23 |
| Name of individual signing | MEGAN MARQUES |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2014-07-23 |
| Name of individual signing | MEGAN MARQUES |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2011-01-01 |
| Business code | 812990 |
| Sponsor’s telephone number | 2034392772 |
| Plan sponsor’s address | 555 HIGHLAND AVE, CHESHIRE, CT, 06410 |
Signature of
| Role | Plan administrator |
| Date | 2013-07-22 |
| Name of individual signing | FLP FINANCIAL GROUP LLC. |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2011-01-01 |
| Business code | 812990 |
| Sponsor’s telephone number | 2034392772 |
| Plan sponsor’s address | 555 HIGHLAND AVE, CHESHIRE, CT, 06410 |
Plan administrator’s name and address
| Administrator’s EIN | 451212246 |
| Plan administrator’s name | FLP FINANCIAL GROUP LLC. |
| Plan administrator’s address | 555 HIGHLAND AVE, CHESHIRE, CT, 06410 |
| Administrator’s telephone number | 2034392772 |
Signature of
| Role | Plan administrator |
| Date | 2012-06-05 |
| Name of individual signing | FLP FINANCIAL GROUP LLC. |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| MATTHEW M. GLATT | Agent | 409 CANAL STREET, MILLDALE, CT, 06467, United States | 409 CANAL STREET, MILLDALE, CT, 06467, United States | +1 203-439-2772 | kglatt@nessogroup.com | CONNECTICUT, 73 COVE ROAD, BRISTOL, CT, 06010, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| KEVIN CHRISTOPHER | Officer | 409 CANAL STREET, MILLDALE, CT, 06467, United States | 54 LAKE ST, WOLCOTT, CT, 06716, United States |
| Nicole Grillo | Officer | 409 Canal Street, Milldale, CT, 06467, United States | 31 Cobblestone Drive, Plantsville, CT, 06479, United States |
| MATTHEW GLATT | Officer | 409 CANAL STREET, 409 CANAL STREET, MILLDALE, CT, 06467, United States | 73 COVE ROAD, 73 COVE ROAD, BRISTOL, CT, 06010, United States |
| Trey Bongiovanni | Officer | 409 Canal Street, Milldale, CT, 06467, United States | 100 Pacer Ln, Plantsville, CT, 06479-1484, United States |
| Ty Bongiovanni | Officer | No data | 35 Pratt Street, Rocky Hill, CT, 06067, United States |
| Credential | Credential type | Status | Status reason | Issue date | Effective date | Expiration date |
|---|---|---|---|---|---|---|
| CPAP.0004887 | CERTIFIED PUBLIC ACCOUNTING FIRM | INACTIVE | WITHDRAWN | 2011-03-17 | 2016-01-01 | 2016-12-31 |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | FLP FINANCIAL GROUP, LLC | Nesso Wealth, LLC | 2022-01-01 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012244498 | 2024-01-25 | No data | Annual Report | Annual Report | No data |
| BF-0011471103 | 2023-01-24 | No data | Annual Report | Annual Report | No data |
| BF-0010315776 | 2022-02-19 | No data | Annual Report | Annual Report | 2022 |
| BF-0010181972 | 2021-12-28 | 2022-01-01 | Name Change Amendment | Certificate of Amendment | No data |
| 0007112296 | 2021-02-02 | No data | Annual Report | Annual Report | 2021 |
| 0006791261 | 2020-02-27 | No data | Annual Report | Annual Report | 2020 |
| 0006390083 | 2019-02-18 | No data | Annual Report | Annual Report | 2019 |
| 0006007955 | 2018-01-15 | No data | Annual Report | Annual Report | 2018 |
| 0005747911 | 2017-01-23 | 2017-01-23 | Business Formation | Certificate of Organization | No data |
Date of last update: 20 Jan 2025
Sources: Connecticut's Official State Website
