Mark
Finelli
Blue Square Asset Management, LLC
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About this Advisor
Mark Finelli is a financial advisor working out of Chandler, Arizona with 1 year of industry experience. Finelli is currently employed by Blue Square Asset Management, LLC. The advisor has gained experience at Inx Services Inc, Total Safety, United Capital, Overstock, Unemployed/Full-Time Grad Student Mba/Jd, Celsius Network and Blue Square Asset Management, LLC. Finelli maintains Series 63, Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona. Blue Square Asset Management, LLC is a business based in New York, NY. It has offices in two locations and a total of six employees. It administers $238 million in assets under management among its 559 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm provides services to four charitable organizations. Of its 559 client accounts, 50% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Blue Square Asset Management, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blue Square Asset Management, LLC Brokerage Details
$238,390,537
6
559
$426,459
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Mark Finelli Work History
Mark has been registered as a financial advisor for 1 years.*
Blue Square Asset Management, LLC
Celsius Network
Inx Services Inc
Overstock
United Capital
Total Safety
Unemployed/Full-Time Grad Student Mba/Jd
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Finelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blue Square Asset Management, LLC
Westport, CT
New York, NY
New York, NY
Chandler, AZ
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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