THE AFFINITY GROUP, LLC
CRD #283819 SEC #801-107966 ALBANY, NY 518-776-1140
SEC Registered
Total AUM
$156.7K
Discretionary
$156.7K
Employees
5
Clients
0
Accounts
7
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 14, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CANTERBURY, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER / SENIOR WEALTH ADVISOR | NA | Control |
| CANTERBURY, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER / SENIOR WEALTH ADVISOR | NA | Control |
| CANTERBURY, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER / SENIOR WEALTH ADVISOR | NA | Control |
| CANTERBURY, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER / SENIOR WEALTH ADVISOR | NA | Control |
| CANTERBURY, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER / SENIOR WEALTH ADVISOR | NA | Control |
| CANTERBURY, ROBERT, ALLEN | I | CHIEF COMPLIANCE OFFICER / SENIOR WEALTH ADVISOR | NA | Control |
| CANTERBURY, ROBERT, ALLEN | I | CHIEF COMPLIANCE OFFICER / SENIOR WEALTH ADVISOR | NA | Control |
| CANTERBURY, ROBERT, ALLEN | I | CHIEF COMPLIANCE OFFICER / SENIOR WEALTH ADVISOR | NA | Control |
| CANTERBURY, ROBERT, ALLEN | I | CHIEF COMPLIANCE OFFICER / SENIOR WEALTH ADVISOR | NA | Control |
| CANTERBURY, ROBERT, ALLEN | I | CHIEF COMPLIANCE OFFICER / SENIOR WEALTH ADVISOR | NA | Control |
| CANTERBURY, ROBERT, ALLEN | I | CHIEF COMPLIANCE OFFICER / SENIOR WEALTH ADVISOR | NA | Control |
| CANTERBURY, ROBERT, ALLEN | I | CHIEF COMPLIANCE OFFICER / SENIOR WEALTH ADVISOR | NA | Control |
| CANTERBURY, ROBERT, ALLEN | I | CHIEF COMPLIANCE OFFICER / SENIOR WEALTH ADVISOR | NA | Control |
| CANTERBURY, ROBERT, ALLEN | I | CHIEF COMPLIANCE OFFICER / SENIOR WEALTH ADVISOR | NA | Control |
| MCNAUGHTON, LISSA, MARIA | I | CHIEF COMPLIANCE OFFICER / WEALTH MANAGER | NA | Control |
| MCNAUGHTON, LISSA, MARIA | I | CHIEF COMPLIANCE OFFICER / WEALTH MANAGER | NA | Control |
| BST & CO. CPAS, LLP | DE | MEMBER | E | Control |
| BST & CO. CPAS, LLP | DE | MEMBER | E | Control |
| BST & CO. CPAS, LLP | DE | MEMBER | E | Control |
| BST & CO. CPAS, LLP | DE | MEMBER | E | Control |
| BST & CO. CPAS, LLP | DE | MEMBER | E | Control |
| BST & CO. CPAS, LLP | DE | MEMBER | E | Control |
| BST & CO. CPAS, LLP | DE | MEMBER | E | Control |
| BST & CO. CPAS, LLP | DE | MEMBER | E | Control |
| BST & CO. CPAS, LLP | DE | MEMBER | E | Control |
| BST & CO. CPAS, LLP | DE | MEMBER | E | Control |
| BST & CO. CPAS, LLP | DE | MEMBER | E | Control |
| BST & CO., LLP | DE | MEMBER | E | Control |
| PREDDICE, NICHOLAS, STEVEN | I | CHIEF COMPLIANCE OFFICER \ MEMBER | D | Control |
| PREDDICE, NICHOLAS, STEVEN | I | CHIEF COMPLIANCE OFFICER \ MEMBER | D | Control |
| SANCILIO, GARY | I | MEMBER | D | Control |
| SANCILIO, GARY | I | MEMBER | D | Control |
| THE AFFINITY GROUP LLC | DE | MEMBER | D | Control |
| THE AFFINITY GROUP LLC | DE | MEMBER | D | Control |
| THE AFFINITY GROUP LLC | DE | MEMBER | D | Control |
| THE AFFINITY GROUP LLC | DE | MEMBER | D | Control |
| BST & CO. CPAS, LLP | DE | MEMBER | C | Control |
| BST & CO. CPAS, LLP | DE | MEMBER | C | Control |
| BST & CO. CPAS, LLP | DE | MEMBER | C | Control |
| BST & CO. CPAS, LLP | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PREDDICE, NICHOLAS, STEVEN | I | THE AFFINITY GROUP LLC | D | Control |
| PREDDICE, NICHOLAS, STEVEN | I | THE AFFINITY GROUP LLC | D | Control |
| PREDDICE, NICHOLAS, STEVEN | I | THE AFFINITY GROUP LLC | D | Control |
| PREDDICE, NICHOLAS, STEVEN | I | THE AFFINITY GROUP LLC | D | Control |
| SANCILIO, GARY | I | THE AFFINITY GROUP LLC | D | Control |
| SANCILIO, GARY | I | THE AFFINITY GROUP LLC | D | Control |
| SANCILIO, GARY | I | THE AFFINITY GROUP LLC | D | Control |
| SANCILIO, GARY | I | THE AFFINITY GROUP LLC | D | Control |
| JOHNSON, JOHN, R | I | BST & CO. CPAS, LLP | C | Control |
| JOHNSON, JOHN, R | I | BST & CO., LLP | C | Control |
| JOHNSON, JOHN, R | I | BST & CO. CPAS, LLP | C | Control |
| JOHNSON, JOHN, R | I | BST & CO. CPAS, LLP | C | Control |
| JOHNSON, JOHN, R | I | BST & CO. CPAS, LLP | C | Control |
| JOHNSON, JOHN, R | I | BST & CO. CPAS, LLP | C | Control |
| JOHNSON, JOHN, R | I | BST & CO. CPAS, LLP | C | Control |
Registrations
Federal
IA
Dec 14, 2023 REGISTERED
Notice Filings (1)
NY
Address
4 TOWER PLACEFIRST FLOOR
ALBANY, NY 12203
United States
Phone: 518-776-1140