Mark Finelli

Employer firm

Blue Square Asset Management, LLC CRD 296802

$410M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 05/2018
  United Capital
  Tucson, AZ
• 01/2017 → 10/2017
  Overstock
  Tucson, AZ
• 05/2018 → 06/2020
  Inx Services Inc.
  Tucson, AZ
• 05/2022 → Present
  Blue Square Asset Management, Llc
  New York, NY
• 06/2020 → 02/2021
  Celsius Network
  Tucson, AZ
• 02/2021 → 05/2022
  Unemployed
  Chandler, AZ

Previous Registrations

• 2011-03-03 → 2011-05-17
  Larry Black Wealth Management
  Park City, UT
• 2008-06-27 → 2009-03-11
  Wells Fargo Investments, Llc
  Fountain Hills, AZ
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-22
• S66 Uniform Combined State Law Examination
  2008-06-25
• S63 Uniform Securities Agent State Law Examination
  2008-06-17