Andrew J. Ceisler
Professional summary
Andrew James Ceisler, who also goes by Andy Ceisler, is a registered financial advisor currently at BLUE SQUARE ASSET MANAGEMENT, LLC located in Westport, Connecticut.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Andrew has worked at 6 firms and has passed the Series 65, Series 63, Series 3, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew James Ceisler's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 21, 2020 - Present
BLUE SQUARE ASSET MANAGEMENT, LLC
November 15, 2017 - November 16, 2018
RAYMOND JAMES FINANCIAL SERVICES, INC.
April 10, 2012 - December 10, 2017
UBS FINANCIAL SERVICES INC.
March 9, 2006 - June 21, 2011
NEUBERGER BERMAN BD LLC
March 9, 2006 - June 21, 2011
NEUBERGER BERMAN BD LLC
December 1, 2005 - March 28, 2006
FRANKLIN DISTRIBUTORS, LLC
July 3, 1997 - December 1, 2005
CITIGROUP GLOBAL MARKETS INC.
October 17, 1994 - August 11, 1995
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
BLUE SQUARE ASSET MANAGEMENT, LLC
CRD#: 296802 / SEC#: 801-113999
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/21/2020)
(6/12/2021)
(10/27/2020)
Exams
Current Firm
BLUE SQUARE ASSET MANAGEMENT, LLC
CRD#: 296802 / SEC#: 801-113999
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 599 |
| AUM (Assets Under Management) | $ 357,721,560 |
Red Flags
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