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  5. CAPITAL MARKETS ADVISORS, LLC

CAPITAL MARKETS ADVISORS, LLC

Headquarter

Company Details

Name: CAPITAL MARKETS ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 01 Apr 2002 (23 years ago)
Entity Number: 2749451
ZIP code: 11021
County: Nassau
Place of Formation: New York
Address: 11 GRACE AVENUE, STE 308, GREAT NECK, NY, United States, 11021

Links between entities

Type Company Name Company Number State
Headquarter of CAPITAL MARKETS ADVISORS, LLC, CONNECTICUT 2734277 CONNECTICUT

Central Index Key

CIK number Mailing Address Business Address Phone
0001620072 ONE GREAT NECK ROAD, SUITE ONE, GREAT NECK, NY, 10021 ONE GREAT NECK ROAD, SUITE ONE, GREAT NECK, NY, 10021 716-662-3910

Filings since 2025-01-23
Form type MA-I/A
File number 868-03461
Filing date 2025-01-23
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File number 868-03461
Filing date 2025-01-22
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Filings since 2025-01-21
Form type MA-A
File number 867-00807
Filing date 2025-01-21
Reporting date 2024-12-31
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Form type MA-I
File number 868-03461
Filing date 2024-11-04
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form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CAPITAL MARKETS ADVISORS, LLC DEFINED BENEFIT PLAN 2023 020582108 2024-09-09 CAPITAL MARKETS ADVISORS, LLC 21
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7166623910
Plan sponsor’s address 4211 N BUFFALO RD STE 19, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2024-09-08
Name of individual signing RICHARD TORTORA
Valid signature Filed with authorized/valid electronic signature
CAPITAL MARKETS ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2023 020582108 2024-09-06 CAPITAL MARKETS ADVISORS, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 7166623910
Plan sponsor’s address 4211 N BUFFALO RD STE 19, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2024-09-05
Name of individual signing RICHARD TORTORA
Valid signature Filed with authorized/valid electronic signature
CAPITAL MARKETS ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2022 020582108 2023-07-17 CAPITAL MARKETS ADVISORS, LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 7166623910
Plan sponsor’s address 4211 N BUFFALO RD STE 19, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2023-07-17
Name of individual signing RICHARD TORTORA
CAPITAL MARKETS ADVISORS, LLC DEFINED BENEFIT PLAN 2022 020582108 2023-05-01 CAPITAL MARKETS ADVISORS, LLC 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7166623910
Plan sponsor’s address 4211 N BUFFALO RD STE 19, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2023-05-01
Name of individual signing RICHARD TORTORA
CAPITAL MARKETS ADVISORS, LLC DEFINED BENEFIT PLAN 2021 020582108 2022-08-02 CAPITAL MARKETS ADVISORS, LLC 24
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7166623910
Plan sponsor’s address 4211 N BUFFALO RD STE 19, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2022-08-02
Name of individual signing RICHARD TORTORA
CAPITAL MARKETS ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2021 020582108 2022-08-02 CAPITAL MARKETS ADVISORS, LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 7166623910
Plan sponsor’s address 4211 N BUFFALO RD STE 19, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2022-08-02
Name of individual signing RICHARD TORTORA
CAPITAL MARKETS ADVISORS, LLC DEFINED BENEFIT PLAN 2020 020582108 2021-06-23 CAPITAL MARKETS ADVISORS, LLC 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7166623910
Plan sponsor’s address 4211 N BUFFALO RD STE 19, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2021-06-22
Name of individual signing RICHARD TORTORA
CAPITAL MARKETS ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2020 020582108 2021-06-21 CAPITAL MARKETS ADVISORS, LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 7166623910
Plan sponsor’s address 4211 N BUFFALO RD STE 19, ORCHARD PARK, NY, 14127

Signature of
Role Plan administrator
Date 2021-06-18
Name of individual signing RICHARD TORTORA
CAPITAL MARKETS ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2019 020582108 2020-10-14 CAPITAL MARKETS ADVISORS, LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 7166623910
Plan sponsor’s address 4211 N BUFFALO RD STE 19, ORCHARD PARK, NY, 14127
CAPITAL MARKETS ADVISORS, LLC DEFINED BENEFIT PLAN 2019 020582108 2020-10-14 CAPITAL MARKETS ADVISORS, LLC 24
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7166623910
Plan sponsor’s address 4211 N BUFFALO RD STE 19, ORCHARD PARK, NY, 14127

Agent

Name Role Address
RICHARD R. TORTORA Agent 135 COLONIAL PARKWAY, MANHASSET, NY, 11030

DOS Process Agent

Name Role Address
CAPITAL MARKETS ADVISORS, LLC DOS Process Agent 11 GRACE AVENUE, STE 308, GREAT NECK, NY, United States, 11021

History

Start date End date Type Value
2018-04-02 2024-05-14 Address 11 GRACE AVENUE, STE 308, GREAT NECK, NY, 11021, USA (Type of address: Service of Process)
2004-04-19 2018-04-02 Address 1 GREAT NECK RD, STE 1, GREAT NECK, NY, 11021, USA (Type of address: Service of Process)
2002-04-01 2024-05-14 Address 135 COLONIAL PARKWAY, MANHASSET, NY, 11030, USA (Type of address: Registered Agent)
2002-04-01 2004-04-19 Address C/O RICHARD R TORTORA, 135 COLONIAL PARKWAY, MANHASSET, NY, 11030, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240514004495 2024-05-14 BIENNIAL STATEMENT 2024-05-14
200403060019 2020-04-03 BIENNIAL STATEMENT 2020-04-01
180402006652 2018-04-02 BIENNIAL STATEMENT 2018-04-01
160404007551 2016-04-04 BIENNIAL STATEMENT 2016-04-01
140408007292 2014-04-08 BIENNIAL STATEMENT 2014-04-01
120529002319 2012-05-29 BIENNIAL STATEMENT 2012-04-01
100427002231 2010-04-27 BIENNIAL STATEMENT 2010-04-01
080404002754 2008-04-04 BIENNIAL STATEMENT 2008-04-01
060327002405 2006-03-27 BIENNIAL STATEMENT 2006-04-01
040419002171 2004-04-19 BIENNIAL STATEMENT 2004-04-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3485647108 2020-04-11 0296 PPP 4211 N BUFFALO RD Ste 19, ORCHARD PARK, NY, 14127-2401
Loan Status Date 2021-06-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 324377
Loan Approval Amount (current) 324377
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address ORCHARD PARK, ERIE, NY, 14127-2401
Project Congressional District NY-23
Number of Employees 18
NAICS code 525990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 327629.66
Forgiveness Paid Date 2021-04-29
2350067305 2020-04-29 0202 PPP 462 Seventh Avenue 6th Floor, New York, NY, 10018
Loan Status Date 2021-08-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 221100
Loan Approval Amount (current) 28800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 49274
Servicing Lender Name Citibank, N.A.
Servicing Lender Address 5800 S. Corporate Place, Sioux Falls, SD, 57108
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address New York, NEW YORK, NY, 10018-0001
Project Congressional District NY-12
Number of Employees 8
NAICS code 541611
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 49274
Originating Lender Name Citibank, N.A.
Originating Lender Address Sioux Falls, SD
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 29138.4
Forgiveness Paid Date 2021-07-19
8521328506 2021-03-10 0202 PPS 462 7th Ave Fl 6, New York, NY, 10018-7439
Loan Status Date 2021-11-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 25000
Loan Approval Amount (current) 25000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 49274
Servicing Lender Name Citibank, N.A.
Servicing Lender Address 5800 S. Corporate Place, Sioux Falls, SD, 57108
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address New York, NEW YORK, NY, 10018-7439
Project Congressional District NY-12
Number of Employees 1
NAICS code 541611
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 49274
Originating Lender Name Citibank, N.A.
Originating Lender Address Sioux Falls, SD
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 25137.5
Forgiveness Paid Date 2021-10-04

Related by officers

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Date of last update: 30 Mar 2025

Sources: New York Secretary of State

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