Financial AdvisoryRegistered Investment AdvisorActiveVerified

Fern Financial

Laura Wyatt, Principal

Fern Advisory LLC appears to be a financial advisory or consulting firm based in Greenwich, CT, as indicated by the principal address at 42 Angus Ln. The candidate website Fern Financial (fern.financial) describes itself as a registered investment advisor focused on financial planning, which aligns with the 'Advisory' in the LLC name. The filing lists Laura Wyatt as the principal, suggesting a small, owner-operated business.

Filed October 9, 2025 · Greenwich, CT · Fairfield County

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Source

Connecticut Secretary of the State (business.ct.gov) · Entity 3304027 · Retrieved July 26, 2026

Search the registry for 3304027 ›JSON record ›

About Fern Financial

Fern Advisory LLC filed in Connecticut on October 9, 2025, as a registered investment advisor in the financial advisory sector. Principal Laura Wyatt is listed as the owner. The domain was registered on June 20, 2022, over three years before the filing, through GoDaddy. The website is modern. We estimate annual revenue between $1M and $10M and a team of 6 to 25 employees, operating from a brick-and-mortar location in Greenwich. The company shares the same address and owner name with at least one other entity. No annual report or EIN on file yet.

  • Domain registered 1,207 days before the filing date.
  • Shares the same address and owner name with another entity.
  • Website is modern, suggesting an active online presence.
  • We estimate revenue of $1M-$10M and 6-25 employees.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.

One of 90 new businesses registered in Greenwich in October 2025, one of 2 financial advisory businesses.

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Filing Details

Entity NameFern Advisory LLC
Entity TypeLLC
Entity Number3304027
Filing DateOctober 9, 2025
Principal AddressLocked
City / State / ZipGreenwich, CT 06831-4402
CountyFairfield
TimezoneEastern (ET)
EIN on FileNo
WebsiteYes · domain registered 1207 days before filing · registrar GoDaddy
Website BuildModern
Annual ReportNot yet filed
Estimated Revenue$1M-$10M (estimate)
Estimated Employees6-25 (estimate)
FootprintBrick and mortar (estimate)
Related Filings1 at the same address · 1 with the same owner name
First Recorded by DayOneLeadJuly 26, 2026 (290 days after filing)

Verified Business Profile

SubcategoryRegistered Investment Advisor

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Officers / Authorized Persons

L
Laura Wyatt
Principal
Address locked

Frequently Asked Questions

When was Fern Financial registered?

Fern Financial was registered as LLC on October 9, 2025 in Connecticut.

Where is Fern Financial located?

Fern Financial is based in Greenwich, CT, 06831-4402, in Fairfield County.

What type of business is Fern Financial?

Fern Financial is classified as a financial advisory business (registered investment advisor).

Does Fern Financial have an EIN on file?

No EIN was found on file for Fern Financial at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

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