YM
Yotam Mendlinger
BY THE SQUARE INVESTMENTS
boston, MA
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CRD#: 6543925
YM
Professional summary
Yotam Mendlinger is a registered financial advisor currently at BY THE SQUARE INVESTMENTS located in Boston, Massachusetts.
Yotam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Yotam has worked at 1 firm .
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.
Taggart Galt
Its a Book Keeping company located in Cambridge MA. I started working there part time in 09/2015. Currently I spend between 3 to 10 hours a week, focusing on tax issues with the IRS, Payroll, Fillings Etc.
CRS (Client Relationship Summary) - RIA
Click below to view Yotam Mendlinger's 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®
NoneExperience
Current
February 23, 2017 - Present
BY THE SQUARE INVESTMENTS
RIA
CRD#: 269971
boston, MA
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
Massachusetts(2/23/2017)
Exams
Current Firm
BT
BY THE SQUARE INVESTMENTS
BY THE SQUARE INVESTMENTS | BY THE SQUARE INVESTMENTS LLC
CRD#: 269971 / SEC#:
Massachusetts
Registered Investment Advisory firm - (2/23/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Salem, MA
Mailing Address
Phone number
(857) 362-7667
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 1,354,752 |
Red Flags
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