Allsquare Wealth Management, LLC

Allsquare Wealth Management, LLC (CRD# 153591) is a financial advisory firm headquartered in Albany, NY. They manage $254,018,321 in 475 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    254
    MILLION
  • Total Number of Accounts
    475
    ACCOUNTS
  • Average Account Value
    $534,775
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
The map below shows states where this firm has explicit registration only.

FL, MA, NC, NH, NY, TX

Financial Advisors at Allsquare Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Daniel D. Bauer
CRD#: 4430682
200 Great Oaks Blvd, Suite 219, Albany, NY 12203

Daniel Bauer (CRD# 4430682) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 22 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.

2
Brett P. Harris
CRD#: 5478362
200 Great Oaks Blvd, Suite 219, Albany, NY 12203

Brett Harris (CRD# 5478362) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 16 years of experience in the finance industry.

3
Douglas J. Bauer
CRD#: 1051210
200 Great Oaks Blvd, Suite 219, Albany, NY 12203

Douglas Bauer (CRD# 1051210) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 20 years of experience in the finance industry. Douglas 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.

4
Daniel M. Weinberg
CRD#: 1085378
200 Great Oaks Blvd, Suite 219, Albany, NY 12203

Daniel Weinberg (CRD# 1085378) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 37 years of experience in the finance industry.

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