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Tyler Andrew Pugliese

Newsquare Capital, LLC

Newtown Square, PA

CRD 6783954

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Employer firm

Newsquare Capital, LLC CRD 152430

$2.39B regulatory AUM 85 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Newsquare Capital, Llc

16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-02
  • PA RA
    APPROVED
    Since 2026-03-02

Branch Locations

16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229 • 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
West Chester University West Chester PA 08/2015 06/2019
Newsquare Capital, Llc Newsquare PA 06/2019 09/2024
Newsquare Capital, Llc Newsquare PA 09/2024 Present
Creative Financial Group Newtown Square PA 03/2020 05/2022
  • 08/2015 → 06/2019
    West Chester University
    West Chester, PA
  • 06/2019 → 09/2024
    Newsquare Capital, Llc
    Newsquare, PA
  • 09/2024 → Present
    Newsquare Capital, Llc
    Newsquare, PA
  • 03/2020 → 05/2022
    Creative Financial Group
    Newtown Square, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-24
  • S65 Uniform Investment Adviser Law Examination
    2025-11-24

View on SEC IAPD

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