Financial ServicesWealth ManagementActive

CDT Wealth

CDT CAPITAL WEALTH ADVISORY LLC, Registered Agent

CDT Capital Wealth Advisory LLC, doing business as CDT Wealth, offers comprehensive financial services including investment strategies and wealth management. The company is based in Syosset, NY, as per the LLC filing, and its website provides guidance on financial planning and wealth advisory. The business appears to be a small wealth management firm targeting individual clients.

Filed May 6, 2026 · Syosset, NY · Nassau County

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Source

New York Department of State, Division of Corporations · Entity 7907837

Search the registry for 7907837 ›JSON record ›

About CDT Wealth

CDT Wealth is a financial services business (LLC) registered on May 6, 2026 with the New York Division of Corporations. The business is located in Syosset, New York 11791. Nassau County is its county of record. The record lists CDT CAPITAL WEALTH ADVISORY LLC as Registered Agent.

One of 47 new businesses registered in Syosset in May 2026, and the only financial services business registered there that month.

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Filing Details

Entity NameCDT CAPITAL WEALTH ADVISORY LLC
Entity TypeLLC
Entity Number7907837
Filing DateMay 6, 2026
Principal AddressLocked
City / State / ZipSyosset, NY 11791
CountyNassau
TimezoneEastern (ET)
EIN on FileNo
Registered AgentCDT CAPITAL WEALTH ADVISORY LLC
Agent AddressLocked

Frequently Asked Questions

When was CDT Wealth registered?

CDT Wealth was registered as LLC on May 6, 2026 in New York.

Where is CDT Wealth located?

CDT Wealth is based in Syosset, NY, 11791, in Nassau County.

What type of business is CDT Wealth?

CDT Wealth is classified as a financial services business (wealth management).

Does CDT Wealth have an EIN on file?

No EIN was found on file for CDT Wealth at the time of registration.

Who Sells to This Business

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

InsuranceWeb DesignerAccounting
Registered in the last 30 days

4 companies similar to CDT Wealth registered in Nassau County in the last 30 days

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