Unclaimed Profile

Leslie Tang Schilling

UNION SQUARE INVESTMENT CO·SAN FRANCISCO, California

Series 7Clean record23 years registeredUNION SQUARE INVESTMENT CO

180 GEARY STREET, SUITE 500, SAN FRANCISCO, CA 94108CRD# 3061799Firm CRD# 111776

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leslie Tang Schilling · SAN FRANCISCO, CA

Registration

CRD #3061799 · UNION SQUARE INVESTMENT CO · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: UNION SQUARE INVESTMENT CO

UNION SQUARE GLOBAL WEALTH MANAGEMENT

Mar 2015 – Dec 2024

SAN FRANCISCO, CA

UNION SQUARE INVESTMENT CO

Nov 2002 – Mar 2014

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · November 14, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UNION SQUARE INVESTMENT CO

CRD 111776 · SEC 801-55304

AUM

$355M

Regulatory assets under management

Employees

26 client accounts

Services offered by UNION SQUARE INVESTMENT CO

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at UNION SQUARE INVESTMENT CO →

Introduction

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Frequently Asked Questions

What services does Leslie Tang Schilling offer?

Leslie Tang Schilling specializes in Investment Management, Retirement Planning.

What are Leslie Tang Schilling's credentials?

Leslie Tang Schilling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leslie Tang Schilling located?

Leslie Tang Schilling is based in SAN FRANCISCO, California, last registered with UNION SQUARE INVESTMENT CO.

How does Leslie Tang Schilling charge for services?

Leslie Tang Schilling's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNION SQUARE INVESTMENT CO?

UNION SQUARE INVESTMENT CO has approximately 7 employees and manages $355M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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