Louis Elliot Berger
Investment adviser representative at Washington Square Capital Management LLC
17 yearsExperience
2 statesRegistered in
$90.4MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Washington Square Capital Management LLCMay 2009 to now
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Washington Square Capital Management LLC
$90.4MAssets managed
46Clients
2Advisers
11 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
- 5265166
- Firm CRD
- 150335