| Entity Name: | PLEASANT STREET WEALTH ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 27 May 2022 |
| Business ALEI: | 2571627 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 75 Tresser Blvd, Stamford, CT, 06901-3329, United States |
| Mailing address: | 75 Tresser Blvd, 540, Stamford, CT, United States, 06901-3329 |
| ZIP code: | 06901 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | taylor.nissi@pswallc.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| TAYLOR NISSI | Agent | 75 Tresser Blvd, 540, Stamford, CT, 06901-3329, United States | 75 Tresser Blvd, 540, Stamford, CT, 06901-3329, United States | +1 978-732-3115 | taylor.nissi@pswallc.com | 75 Tresser Blvd, 540, Stamford, CT, 06901-3329, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| TAYLOR NISSI | Officer | 75 Tresser Blvd, 540, Stamford, CT, 06901-3329, United States | +1 978-732-3115 | taylor.nissi@pswallc.com | 75 Tresser Blvd, 540, Stamford, CT, 06901-3329, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012238146 | 2024-04-01 | No data | Annual Report | Annual Report | No data |
| BF-0011253105 | 2023-04-05 | No data | Annual Report | Annual Report | No data |
| BF-0010662807 | 2022-06-29 | 2022-06-29 | Merger | Certificate of Merger | No data |
| BF-0010613430 | 2022-05-27 | No data | Business Formation | Certificate of Organization | No data |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
