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SOA WEALTH ADVISORS, LLC

Company Details

Name: SOA WEALTH ADVISORS, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 15 Oct 2020 (4 years ago)
Entity Number: 5858036
ZIP code: 10005
County: New York
Place of Formation: Delaware
Address: 28 Liberty Street, New York, NY, United States, 10005

Central Index Key

CIK number Mailing Address Business Address Phone
1849444 120 WEST 45 STREET SUITE 1400, NEW YORK, NY, 10036 120 WEST 45 STREET SUITE 1400, NEW YORK, NY, 10036 212-977-3111

Filings since 2024-11-20

Form type 13F-HR/A
File number 028-21109
Filing date 2024-11-20
Reporting date 2024-09-30
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Filings since 2024-10-09

Form type 13F-HR
File number 028-21109
Filing date 2024-10-09
Reporting date 2024-09-30
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Filings since 2024-07-17

Form type 13F-HR
File number 028-21109
Filing date 2024-07-17
Reporting date 2024-06-30
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Filings since 2024-07-15

Form type N-PX
File number 028-21109
Filing date 2024-07-15
Reporting date 2024-06-30
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Filings since 2024-04-10

Form type 13F-HR
File number 028-21109
Filing date 2024-04-10
Reporting date 2024-03-31
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Filings since 2024-02-13

Form type 13F-HR/A
File number 028-21109
Filing date 2024-02-13
Reporting date 2023-12-31
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Filings since 2024-01-10

Form type 13F-HR
File number 028-21109
Filing date 2024-01-10
Reporting date 2023-12-31
File View File

Filings since 2023-10-10

Form type 13F-HR
File number 028-21109
Filing date 2023-10-10
Reporting date 2023-09-30
File View File

Filings since 2023-07-07

Form type 13F-HR
File number 028-21109
Filing date 2023-07-07
Reporting date 2023-06-30
File View File

Filings since 2023-04-28

Form type 13F-HR
File number 028-21109
Filing date 2023-04-28
Reporting date 2023-03-31
File View File

Filings since 2023-01-10

Form type 13F-HR
File number 028-21109
Filing date 2023-01-10
Reporting date 2022-12-31
File View File

Filings since 2022-10-07

Form type 13F-HR
File number 028-21109
Filing date 2022-10-07
Reporting date 2022-09-30
File View File

Filings since 2022-07-13

Form type 13F-HR
File number 028-21109
Filing date 2022-07-13
Reporting date 2022-06-30
File View File

Filings since 2022-04-07

Form type 13F-HR
File number 028-21109
Filing date 2022-04-07
Reporting date 2022-03-31
File View File

Filings since 2022-01-13

Form type 13F-HR
File number 028-21109
Filing date 2022-01-13
Reporting date 2021-12-31
File View File

Filings since 2021-10-12

Form type 13F-HR
File number 028-21109
Filing date 2021-10-12
Reporting date 2021-09-30
File View File

Filings since 2021-07-14

Form type 13F-HR
File number 028-21109
Filing date 2021-07-14
Reporting date 2021-06-30
File View File

Filings since 2021-04-26

Form type 13F-HR
File number 028-21109
Filing date 2021-04-26
Reporting date 2021-03-31
File View File

Filings since 2021-03-10

Form type 13F-HR
File number 028-21109
Filing date 2021-03-10
Reporting date 2020-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SOA WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2023 852225234 2024-07-11 SOA WEALTH ADVISORS, LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2129773111
Plan sponsor’s address 120 WEST 45TH STREET, 14TH FLOOR, NEW YORK, NY, 10036

Signature of

Role Plan administrator
Date 2024-07-11
Name of individual signing CHRISTOPHER CONIGLIARO
SOA WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2022 852225234 2023-05-30 SOA WEALTH ADVISORS, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2129773111
Plan sponsor’s address 120 WEST 45TH STREET, 14TH FLOOR, NEW YORK, NY, 10036

Signature of

Role Plan administrator
Date 2023-05-30
Name of individual signing CHRISTOPHER CONIGLIARO
SOA WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2021 852225234 2022-08-25 SOA WEALTH ADVISORS, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2129773111
Plan sponsor’s address 120 WEST 45TH STREET, 14TH FLOOR, NEW YORK, NY, 10036

Signature of

Role Plan administrator
Date 2022-08-25
Name of individual signing CHRISTOPHER CONIGLIARO
SOA WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2020 852225234 2021-09-24 SOA WEALTH ADVISORS, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2129773111
Plan sponsor’s address 120 WEST 45TH STREET, 14TH FLOOR, NEW YORK, NY, 10036

Signature of

Role Plan administrator
Date 2021-09-24
Name of individual signing CHRISTOPHER CONIGLIARO

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY STREET, NEW YORK, NY, 10005

DOS Process Agent

Name Role Address
SOA WEALTH ADVISORS, LLC DOS Process Agent 28 Liberty Street, New York, NY, United States, 10005

History

Start date End date Type Value
2020-10-15 2024-10-02 Address 28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2020-10-15 2024-10-02 Address 28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
241002004810 2024-10-02 BIENNIAL STATEMENT 2024-10-02
221003001098 2022-10-03 BIENNIAL STATEMENT 2022-10-01
201230000216 2020-12-30 CERTIFICATE OF PUBLICATION 2020-12-30
201015000552 2020-10-15 APPLICATION OF AUTHORITY 2020-10-15

Date of last update: 12 Jan 2025

Sources: New York Secretary of State