Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Great Oaks Blvd Suite 219, Albany, NY 12203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-09 |
| TX | RA | APPROVED_RES | 2012-08-01 |
Branch Locations
200 Great Oaks Blvd Suite 219, Albany, NY 12203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allsquare Wealth Management, Llc | Albany | NY | 08/2010 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2014 | Present |
1)ALLSQUARE WEALTH MANAGEMENT, LLC, 200 GREAT OAKS BLVD, ALBANY, NY 12203-08/2010-PRESENT, SEC REGISTERED INVESTMENT ADVISOR, 160 HRS/MONTH, 100 HRS/MONTH DURING TRADING. PROVIDING FEE BASED FINANCIAL PLANNING AND INVESTMENT MANAGEMENT SERVICES TO INDIVIDUALS, CORPORATIONS AND PENSION PLANS. ALLSQUARE ALSO PROVIDES TAX PREPARATION SERVICES FOR CLIENTS FOR A FEE. 2)INDEPENDENT INSURANCE AGENT, 200 GREAT OAKS BLVD, ALBANY, NY 12203 - 07/2001-PRESENT, THROUGH ARRANGEMENT WITH VARIOUS INSURANCE ORGANIZATIONS. 5 HOURS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-27 |
Reach out to this advisor