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Current Employers
Blue Square Asset Management, Llc

17 State Street 40Th Floor, New York, NY 10004 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-12
TX RA APPROVED_RES 2020-10-27
CT RA APPROVED 2020-10-21
  • NY RA
    APPROVED
    Since 2021-06-12
  • TX RA
    APPROVED_RES
    Since 2020-10-27
  • CT RA
    APPROVED
    Since 2020-10-21

Branch Locations

Westport, CT • United States

17 State Street 40Th Floor, New York, NY 10004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jb Wealth Management Group/Ubs Financial Services Inc. New York NY 03/2012 11/2017
Raymond James Financial Services, Inc. New York NY 11/2017 11/2018
Blue Square Asset Management, Llc New York NY 11/2018 Present
  • 03/2012 → 11/2017
    Jb Wealth Management Group/Ubs Financial Services Inc.
    New York, NY
  • 11/2017 → 11/2018
    Raymond James Financial Services, Inc.
    New York, NY
  • 11/2018 → Present
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-22
S63 Uniform Securities Agent State Law Examination 1998-06-22
  • S65 Uniform Investment Adviser Law Examination
    2005-06-22
  • S63 Uniform Securities Agent State Law Examination
    1998-06-22
Other Names
  • Andy Ceisler

View on SEC IAPD

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