James Diorio
Blue Square Asset Management · New York, New York
James Diorio is a fee-only financial advisor at Blue Square Asset Management in New York, New York. Blue Square Asset Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Blue Square Asset Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $410.3M across 651 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 7352935 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.bluesquarewealth.com |
How James's firm compares
- Blue Square Asset Management's average account is about $630,000, from its Form ADV (assets managed divided by 651 accounts).
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Questions about James
Is James Diorio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Blue Square Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Blue Square Asset Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is James Diorio based?
James Diorio is based in New York, New York.
Is James Diorio registered with the SEC?
Yes. James Diorio is registered as an investment adviser representative in NY and TX (CRD 7352935), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Square Asset Management manage?
Blue Square Asset Management reports $410.3M across 651 accounts in assets under management.
How do I contact James Diorio?
Through James's website, www.bluesquarewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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