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  5. FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC

FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC

Company Details

Entity Name: FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 09 Jun 2011 (14 years ago)
Last Event: LC AMENDMENT AND NAME CHANGE
Event Date Filed: 01 Aug 2013 (12 years ago)
Document Number: L11000068893
FEI/EIN Number 45-2558837
Address: 2713 1st Ave N, St Petersburg, FL 33713
Mail Address: 2713 1st Ave N, St Petersburg, FL 33713
ZIP code: 33713
County: Pinellas
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC 401(K) PLAN 2023 452558837 2024-05-08 FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 7274710654
Plan sponsor’s address 100 2ND AVENUE SOUTH, SUITE 206N, SAINT PETERSBURG, FL, 33701

Signature of
Role Plan administrator
Date 2024-05-08
Name of individual signing COLBY T. MASTERSON
Valid signature Filed with authorized/valid electronic signature
FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC 401(K) PLAN 2022 452558837 2023-07-21 FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 7274630433
Plan sponsor’s address 2713 1ST AVE. N., SAINT PETERSBURG, FL, 33713
FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC 401(K) PLAN 2021 452558837 2022-07-15 FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 7274710654
Plan sponsor’s address 100 2ND AVENUE SOUTH, SUITE 206N, SAINT PETERSBURG, FL, 33701

Signature of
Role Plan administrator
Date 2022-07-15
Name of individual signing COLBY T. MASTERSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-15
Name of individual signing COLBY T MASTERSON
Valid signature Filed with authorized/valid electronic signature
FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC 401(K) PLAN 2020 452558837 2021-08-09 FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 7274710654
Plan sponsor’s address 100 2ND AVENUE SOUTH, SUITE 206N, SAINT PETERSBURG, FL, 33701
FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC 401(K) PLAN 2019 452558837 2020-07-23 FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 7274710654
Plan sponsor’s address 100 2ND AVENUE SOUTH, SUITE 206N, SAINT PETERSBURG, FL, 33701
FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC 401(K) PLAN 2018 452558837 2019-08-29 FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 7274710654
Plan sponsor’s address 100 2ND AVENUE SOUTH, SUITE 206N, SAINT PETERSBURG, FL, 33701
FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC 401(K) PLAN 2017 452558837 2018-08-12 FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 7274710654
Plan sponsor’s address 100 2ND AVENUE SOUTH, SUITE 206N, SAINT PETERSBURG, FL, 33701

Signature of
Role Plan administrator
Date 2018-08-12
Name of individual signing COLBY T. MASTERSON
Valid signature Filed with authorized/valid electronic signature
FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC 401(K) PLAN 2016 452558837 2017-05-26 FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 7274710654
Plan sponsor’s address 100 2ND AVENUE SOUTH, SUITE 206N, SAINT PETERSBURG, FL, 33701

Agent

Name Role
SPOOR LAW, P.A. Agent

Manager

Name Role Address
Frey, Matthew T Manager 2713 1st Ave N, St Petersburg, FL 33713
Masterson, Colby T Manager 2713 1st Ave N, St Petersburg, FL 33713

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G15000069984 FREY MASTERSON INVESTMENT ADVISORS ACTIVE 2015-07-06 2025-12-31 No data 100 2ND AVE S, #206N, SAINT PETERSBURG, FL, 33701

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-01-23 2713 1st Ave N, St Petersburg, FL 33713 No data
CHANGE OF MAILING ADDRESS 2023-01-23 2713 1st Ave N, St Petersburg, FL 33713 No data
REGISTERED AGENT NAME CHANGED 2014-02-26 Spoor Law, P.A. No data
REGISTERED AGENT ADDRESS CHANGED 2014-02-26 111 2nd Ave NE, 1600, St Petersburg, FL 33701 No data
LC AMENDMENT AND NAME CHANGE 2013-08-01 FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC No data
LC AMENDMENT 2011-06-17 No data No data

Documents

Name Date
ANNUAL REPORT 2024-01-30
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-01-13
ANNUAL REPORT 2020-01-21
ANNUAL REPORT 2019-01-14
ANNUAL REPORT 2018-01-17
ANNUAL REPORT 2017-02-13
ANNUAL REPORT 2016-02-03
ANNUAL REPORT 2015-01-15

Related by officers

Masterson, Colby T

FREY MASTERSON INVESTMENT ADVISORS, LLC

Related by address

2713 1st Ave N, St Petersburg, FL 33713

FREY MASTERSON INVESTMENT ADVISORS, LLC COBYMARK LLC

2713 1st Ave N, St Petersburg, FL 33713

FREY MASTERSON INVESTMENT ADVISORS, LLC COBYMARK LLC

Date of last update: 24 Jan 2025

Sources: Florida Department of State

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