Norman Stanley Batansky

Employer firm

Independence Square Holdings, LLC CRD 300139

$1.83B regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2016 → 02/2019
  Lpl Financial, Llc
  King Of Prussia, PA
• 08/2016 → 02/2019
  Private Advisor Group, Llc
  Morristown, NJ
• 02/2019 → 05/2021
  Peak Brokerage Services, Llc
  Palm Beach Gardens, FL
• 02/2019 → 10/2023
  Blackridge Asset Management
  Williamsville, NY
• 10/2023 → Present
  Independence Square Holdings, Llc
  Boca Raton, FL

Previous Registrations

• 2019-02-07 → 2023-10-06
  Blackridge Asset Management, Llc
  Ardmore, PA
  Jupiter, FL
  Boca Raton, FL
• 2016-08-02 → 2019-04-10
  Private Advisor Group, Llc
  King Of Prussia, PA
  Morristown, NJ
• 2007-10-17 → 2016-08-15
  Rbc Capital Markets, Llc
  Conshohocken, PA

Other Businesses

1) Independence Square Holdings, LLC DBA Independence Square Advisors; Investment Related: Yes; 150 South Warner Road, King of Prussia, PA 19506; Investment Adviser Representative for an Registered Investment Adviser; Financial Advisor; Start Date: 10.06.2023; 160 hrs. per week.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-02
• S63 Uniform Securities Agent State Law Examination
  1980-06-13