Daniel Bauer, financial advisor Albany NY
96 score

Daniel Bauer

CRD Number: 4430682
Current Firm: Allsquare Wealth Management, LLC

Daniel Bauer (CRD# 4430682) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 15 years of experience in the finance industry. Daniel Bauer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Current 2
Allsquare Wealth Management, LLC Albany, NY Aug 2010 - Current 6
Spire Securities, LLC Reston, VA Aug 2010 - Oct 2014 4
Ing Financial Partners, Inc. Albany, NY Jan 2004 - Aug 2010 6
Bauer And Company Albany, NY May 2003 - Aug 2010 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2001
Contact Info for Daniel D. Bauer
Phone Number: (518) 456-8900
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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