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Blue Square Asset Management, LLC CRD 296802
$410M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
17 State Street 40Th Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-12 |
| TX | RA | APPROVED_RES | 2020-10-27 |
| CT | RA | APPROVED | 2020-10-21 |
Branch Locations
17 State Street 40Th Floor, New York, NY 10004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-22 |
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