Daniel Douglas Bauer
Investment adviser representative at Allsquare Wealth Management, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$307.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Purshe Kaplan Sterling InvestmentsOct 2014 to now
- Allsquare Wealth Management, LLCAug 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Allsquare Wealth Management, LLC
$307.8MAssets managed
436Clients
4Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4430682
- Firm CRD
- 153591