Blue Square Asset Management, LLC

CRD 296802 · New York, NY · $410.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 296802
SEC number: 801-113999
Firm type: RIA
Assets under management: $410.3M as of Mar 31, 2026
Website: www.linkedin.com/company/bluesquarewealth ↗
Phone: 646-928-8000
Address: 17 State Street, New York, NY, 10004

Advisors at this firm

7 in our index · page 1 of 1

Jay Howard BluestineCRD 2802396 · New York, NY

IA RegisteredRegistration inactive

Disclosure event(s) on record
Andrew James CeislerCRD 2295460 · Westport, CT

IA RegisteredRegistration inactive
Francesco Antonio D'andreaCRD 4967936 · New York, NY

IA RegisteredRegistration inactive
James Massey DiorioCRD 7352935 · Austin, TX

IA Registered
Mark FinelliCRD 3063430 · Chandler, AZ

IA Registered

Disclosure event(s) on record
Eric Jay MaidenbergCRD 4061840 · New York, NY

IA RegisteredRegistration inactive
Leonard Barry MeshbergCRD 1504559 · New York, NY

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 296802 ↗ FINRA BrokerCheck record for firm CRD 296802 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.