Leonard Meshberg
Blue Square Asset Management · New York, New York
Leonard Meshberg 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 1504559 |
| Exams passed | Series 66 (2005) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.bluesquarewealth.com |
How Leonard'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 Leonard
Is Leonard Meshberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leonard 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 Leonard charge for financial advice?
Leonard'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 Leonard Meshberg based?
Leonard Meshberg is based in New York, New York.
Is Leonard Meshberg registered with the SEC?
Yes. Leonard Meshberg is registered as an investment adviser representative in NY and TX (CRD 1504559), 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 Leonard Meshberg?
Through Leonard'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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