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Allsquare Wealth Management, LLC CRD 153591
$308M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 Great Oaks Blvd Suite 219, Albany, NY 12203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-04 |
| TX | RA | APPROVED_RES | 2021-09-01 |
Branch Locations
200 Great Oaks Blvd Suite 219, Albany, NY 12203 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allsquare Wealth Management | Albany | NY | 08/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-06-23 |
| S65 | Uniform Investment Adviser Law Examination | 2003-09-03 |
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