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Daniel Douglas Bauer

ALLSQUARE WEALTH MANAGEMENT, LLC·ALBANY, New York
SIE, Series 7, Series 24, Series 66CFPClean record14 years registeredALLSQUARE WEALTH MANAGEMENT, LLC
200 GREAT OAKS BLVD, ALBANY, NY 12203CRD# 4430682Firm CRD# 153591

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Douglas Bauer · ALBANY, NY
Registration
CRD #4430682 · ALLSQUARE WEALTH MANAGEMENT, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

ALLSQUARE WEALTH MANAGEMENT, LLC
Aug 2012 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · August 1, 2012
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALLSQUARE WEALTH MANAGEMENT, LLC
CRD 153591 · SEC 801-71675
AUM
$269M
Regulatory assets under management
Employees
5
454 client accounts
Services offered by ALLSQUARE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALLSQUARE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Daniel Douglas Bauer offer?
Daniel Douglas Bauer specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.
What are Daniel Douglas Bauer's credentials?
Daniel Douglas Bauer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Daniel Douglas Bauer located?
Daniel Douglas Bauer is based in ALBANY, New York, working with ALLSQUARE WEALTH MANAGEMENT, LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Daniel Douglas Bauer charge for services?
Daniel Douglas Bauer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLSQUARE WEALTH MANAGEMENT, LLC?
ALLSQUARE WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $269M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALLSQUARE WEALTH MANAGEMENT, LLC

Douglas James Bauer
ALBANY, NY
CFPChFC

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