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Managing Member / Chief Executive Officer · Allsquare Wealth Management, LLC

Douglas J. Bauer

CRD 1051210 · Named on Form ADV at one SEC-registered adviser

At a glance

Allsquare Wealth Management, LLC, an SEC-registered wealth manager based in Albany, NY with $308 million in regulatory assets, lists Douglas J. Bauer on its Form ADV as Managing Member / Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Douglas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Daniel D. BauerManaging Member / Chief Investment Officer / Chief Compliance Officer, Allsquare Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Douglas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.