Yotam Mendlinger
By the Square Investments · Boston, Massachusetts
Yotam Mendlinger is a fee-only financial advisor at By the Square Investments in Boston, Massachusetts, who holds the CFA credential. By the Square Investments reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | By the Square Investments |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.7M across 8 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 6543925 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bythesquareinvestments.com |
| Profile |
How Yotam's firm compares
- By the Square Investments's average account is about $212,000, from its Form ADV (assets managed divided by 8 accounts).
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Questions about Yotam
Is Yotam Mendlinger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Yotam holds no broker registration, and By the Square Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Yotam charge for financial advice?
Yotam's firm, By the Square Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Yotam Mendlinger based?
Yotam Mendlinger is based in Boston, Massachusetts.
What credentials does Yotam Mendlinger hold?
Yotam Mendlinger holds the CFA credential.
Is Yotam Mendlinger registered with the SEC?
Yes. Yotam Mendlinger is registered as an investment adviser representative in MA (CRD 6543925), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does By the Square Investments manage?
By the Square Investments reports $1.7M across 8 accounts in assets under management.
How do I contact Yotam Mendlinger?
Through Yotam's website, bythesquareinvestments.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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