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Daniel Douglas Bauer

Allsquare Wealth Management, LLC

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About Daniel Douglas Bauer

Daniel Douglas Bauer is a financial advisor with over 20 years of experience in the industry. Daniel is currently registered with Allsquare Wealth Management, LLC and has been with the firm since August 2010. Daniel is also a Certified Financial Planner. Previous experience includes positions with Spire Securities, LLC, ING Financial Partners, Inc. and Waddell & Reed, Inc. Daniel has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Daniel Bauer is currently registered with Allsquare Wealth Management, LLC. Allsquare Wealth Management, LLC is an investment advisory firm headquartered in Albany, NY. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm manages over $268 million in regulatory assets under management. They have a team of 4 investment advisor representatives and 3 registered representatives.
Allsquare Wealth Management, LLC

200 GREAT OAKS BLVD

ALBANY, NY 12203

$268.99M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Bauer’s Registration & Firm History

NY

08/01/2012 - Present

Allsquare Wealth Management, LLC (ALBANY NY)

NY

08/06/2010 - 10/15/2014

SPIRE SECURITIES, LLC (ALBANY NY)

NY

05/05/2003 - 08/09/2010

ING FINANCIAL PARTNERS, INC. (ALBANY NY)

KS

09/14/2001 - 05/07/2003

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 09/27/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/08/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Douglas Bauer.
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