Leonard B. Meshberg

BLUE SQUARE ASSET MANAGEMENT

NEW YORK, NY 10004

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CRD#: 1504559

Professional summary

Leonard Barry Meshberg is a registered financial advisor currently at BLUE SQUARE ASSET MANAGEMENT, LLC located in New York, New York.

Leonard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Leonard has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leonard Barry Meshberg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 27, 2020 - Present

BLUE SQUARE ASSET MANAGEMENT, LLC

Office #1: 17 State Street 40th Floor, New York, NY 10004

RIA

CRD#: 296802

NEW YORK, NY

Past

November 15, 2017 - November 16, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

NEW YORK, NY

Past

November 24, 2005 - December 10, 2017

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUE SQUARE ASSET MANAGEMENT, LLC

BLUE SQUARE ASSET MANAGEMENT, LLC | BLUE SQUARE WEALTH | BLUE SQUARE DIGITAL

CRD#: 296802 / SEC#: 801-113999

RIA

Registered Investment Advisory firm - (9/17/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(6/12/2021)

IAR

Texas
(10/27/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/9/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/23/2005

General Securities Representative Examination

Current Firm

BLUE SQUARE ASSET MANAGEMENT, LLC

BLUE SQUARE ASSET MANAGEMENT, LLC | BLUE SQUARE WEALTH | BLUE SQUARE DIGITAL

CRD#: 296802 / SEC#: 801-113999

RIA

Registered Investment Advisory firm - (9/17/2018 Approved)

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Contact information

Main Address

17 State Street 40th Floor, New York, NY 10004

Mailing Address

Phone number

(646) 928-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR BLUE SQUARE ASSET MANAGEMENT, LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts	599
AUM (Assets Under Management)	$ 357,721,560

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Leonard B. Meshberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leonard Barry Meshberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE SQUARE ASSET MANAGEMENT, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

BLUE SQUARE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/9/2005

SIE

Date: 10/1/2018

Series 7

Date: 11/23/2005

Current Firm

BLUE SQUARE ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUE SQUARE ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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