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W.I.S.E. FINANCIAL ADVISORS, INC.

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Company Details

Name: W.I.S.E. FINANCIAL ADVISORS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 17 Mar 2008 (17 years ago)
Entity Number: 3645597
ZIP code: 10573
County: New York
Place of Formation: New York
Address: 800 WESTCHESTER AVE, N409, RYE BROOK, NY, United States, 10573

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Chief Executive Officer

Name Role Address
MICHAEL WEINBERG Chief Executive Officer 800 WESTCHESTER AVE, N409, RYE BROOK, NY, United States, 10573

DOS Process Agent

Name Role Address
MICHAEL WEINBERG DOS Process Agent 800 WESTCHESTER AVE, N409, RYE BROOK, NY, United States, 10573

History

Start date End date Type Value
2010-04-12 2017-08-31 Address 4 MILESTONE RD, RYE BROOK, NY, 10573, USA (Type of address: Chief Executive Officer)
2010-04-12 2017-08-31 Address 4 MILESTONE RD, RYE BROOK, NY, 10573, USA (Type of address: Principal Executive Office)
2008-03-17 2017-08-31 Address 60 EAST 42ND STREET, SUITE 820, NEW YORK, NY, 10165, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
170831002034 2017-08-31 BIENNIAL STATEMENT 2016-03-01
100412002864 2010-04-12 BIENNIAL STATEMENT 2010-03-01
080317000968 2008-03-17 CERTIFICATE OF INCORPORATION 2008-03-17

USAspending Awards / Financial Assistance

Date:
2020-05-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
12590.00
Total Face Value Of Loan:
12590.00

Paycheck Protection Program

Jobs Reported:
5
Initial Approval Amount:
$12,590
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$12,590
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
$12,759.99
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $10,072
Utilities: $685
Debt Interest: $1,833

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Date of last update: 28 Mar 2025

Sources: New York Secretary of State