| Entity Name: | AMERICAN STRATEGIC ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 21 Jun 2018 |
| Business ALEI: | 1276985 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 263 TRESSER BLVD. Suite 100, STAMFORD, CT, 06901, United States |
| Mailing address: | 263 TRESSER BLVD Suite 100, STAMFORD, CT, United States, 06901 |
| ZIP code: | 06901 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | C.AGUELE@LPL.COM |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN STRATEGIC ADVISORS RETIREMENT TRUST | 2023 | 830999035 | 2024-10-10 | AMERICAN STRATEGIC ADVISORS | 4 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-10-10 |
| Name of individual signing | PLAN SPONSOR |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-07-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 2032461182 |
| Plan sponsor’s address | 263 TRESSER BLVD FIRST FLOOR, SUITE 100, STAMFORD, CT, 06901 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-31 |
| Name of individual signing | PLAN SPONSOR |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-07-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 2032461182 |
| Plan sponsor’s address | 263 TRESSER BLVD FIRST FLOOR, SUITE 100, STAMFORD, CT, 06901 |
Signature of
| Role | Plan administrator |
| Date | 2022-09-09 |
| Name of individual signing | PLAN SPONSOR |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-07-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 2032461182 |
| Plan sponsor’s address | 263 TRESSER BLVD, FIRST FLOOR SUITE 100, STAMFORD, CT, 06901 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-21 |
| Name of individual signing | PLAN SPONSOR |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| CHRISTOPHER A. AGUELE | Officer | 263 TRESSER BLVD., 9TH FL., STAMFORD, CT, 06901, United States | +1 203-246-1182 | C.AGUELE@LPL.COM | 110 TOLL HOUSE LANE, FAIRFIELD, CT, 06825, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| CHRISTOPHER A. AGUELE | Agent | 263 TRESSER BLVD., 1ST FLOOR, STAMFORD, CT, 06901, United States | 263 TRESSER BLVD., FIRST FLOOR, STAMFORD, CT, 06901, United States | +1 203-246-1182 | C.AGUELE@LPL.COM | 110 TOLL HOUSE LANE, FAIRFIELD, CT, 06825, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012192794 | 2024-01-08 | No data | Annual Report | Annual Report | No data |
| BF-0010769500 | 2023-03-17 | No data | Annual Report | Annual Report | No data |
| BF-0011229184 | 2023-03-17 | No data | Annual Report | Annual Report | No data |
| BF-0009635204 | 2023-03-17 | No data | Annual Report | Annual Report | 2020 |
| BF-0009868875 | 2023-03-17 | No data | Annual Report | Annual Report | No data |
| 0006825315 | 2020-03-10 | 2020-03-10 | Change of Agent Address | Agent Address Change | No data |
| 0006452023 | 2019-03-12 | No data | Annual Report | Annual Report | 2019 |
| 0006204649 | 2018-06-21 | 2018-06-21 | Business Formation | Certificate of Organization | No data |
Date of last update: 13 Jan 2025
Sources: Connecticut's Official State Website
