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Find, Compare and Monitor Financial Advisors at MC SQUARE CAPITAL, LLC

CRD#: 169545
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

MC SQUARE CAPITAL, LLC is located at 71 Arch Street, Greenwich, CT 06830 and was first established at Boston, Connecticut in 07/25/2013. After operating for 12 years, MC SQUARE CAPITAL, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of MC SQUARE CAPITAL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. MC SQUARE CAPITAL, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MC SQUARE CAPITAL, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access MC SQUARE CAPITAL, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at MC SQUARE CAPITAL, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for MC SQUARE CAPITAL, LLC Comes From

Understanding the Statistics for MC SQUARE CAPITAL, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
71 Arch Street, Greenwich, CT 06830
Mailing Address
71 Arch Street, Greenwich, CT 06830
Firm Size
Small
Phone Number
(646) 780-7166
Established
Connecticut since 07/25/2013
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
MC SQUARE HOLDINGS, LLCHOLDING COMPANY
BARENBOIM, LEONARDCCO1523181
MARIN, MARINOMANAGER AND MANAGING PRINCIPAL (CHIEF EXECUTIVE OFFICER)2790923
NEELY, KIMBERLY BETHFINOP2045019

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Advisor's working at MC SQUARE CAPITAL, LLC

LB

Leonard Barenboim

Leonid Barenboim
IAR
RR
CRD#: 1523181
Location:
Staten Island, NY
Company:
IAFF-FC ADVISORS LLC
Disclosures:
Experience:
37 years
View Profile
KN

Kimberly Beth Neely

Kimberly Beth Myers
RR
CRD#: 2045019
Location:
Holland, PA 18966
Company:
INX SECURITIES, LLC
Disclosures:
Experience:
35 years
View Profile
WS

William Eversen Skantze

RR
CRD#: 7400855
Location:
Greenwich, CT 06830
Company:
MC SQUARE CAPITAL, LLC
Disclosures:
Experience:
4 years
View Profile
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