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Francesco D'Andrea

Investment adviser representative at Blue Square Asset Management in New York, NY

Investment adviser registrationUpdated

Francesco D'Andrea is an investment adviser representative at Blue Square Asset Management, LLC, an investment adviser managing $410M, and works from its New York, NY office. Francesco D'Andrea has been registered through Blue Square Asset Management since 21 July 2021, has 9 years in the industry across 3 firms and has passed the Series 7 and Series 66.

9
Years in industry
5
Years at firm
3
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Francesco D'Andrea has been an investment adviser representative at Blue Square Asset Management since July 2021, and is not listed among the firm’s executive officers or direct owners.

Blue Square Asset Management, LLC is a New York, NY firm with $410M under management, 214 clients and 6 advisers in one office, as of its July 2026 filing.

Francesco D'Andrea’s longest registration is the current one, 5 years at Blue Square Asset Management since 2021. Before joining Blue Square Asset Management in 2021, Francesco D'Andrea was registered through Raymond James Financial Services Advisors, Inc and UBS Financial Services Inc.

  1. – present · 5 years
    New York, NY · Adviser representative · Firm CRD 296802
  2. Raymond James Financial Services Advisors, Inc
    – · under a year
    New York, NY · Adviser representative · Firm CRD 149018
  3. UBS Financial Services Inc.
    – · 3 years
    New York, NY · Adviser representative · Firm CRD 8174

Credentials and registrations

Investment adviser representative registrations

Francesco D'Andrea is registered as an investment adviser representative in New York, since July 2021.

  • New YorkSince 21 July 2021

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6628 August 2014
Name
Uniform Combined State Law Examination
Series 76 August 2014
Name
General Securities Representative Examination

Key facts

Full name
Francesco Antonio D'Andrea
CRD
4967936
Office
17 STATE STREET, 40TH FLOOR, New York, NY 10004
Registration
Investment adviser registration
In the industry since
April 2017
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Francesco D'Andrea work?

Francesco D'Andrea is an investment adviser representative registered through Blue Square Asset Management, LLC since July 2021, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Francesco D'Andrea a financial advisor?

Yes. Francesco D'Andrea has a current investment-adviser registration in New York, through Blue Square Asset Management since July 2021.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Francesco D'Andrea have?

Francesco D'Andrea has 9 years in the financial industry, since April 2017, across 3 adviser firms.

Source: IAPD individual record, checked 23 October 2026

What exams has Francesco D'Andrea passed?

Francesco D'Andrea has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2014. FINRA credited Francesco D'Andrea with the SIE, which began in October 2018.

Source: IAPD individual record, checked 23 October 2026

Where did Francesco D'Andrea work before Blue Square Asset Management?

Before Blue Square Asset Management, Francesco D'Andrea was registered through Raymond James Financial Services Advisors, Inc, November 2017 to November 2018; UBS Financial Services Inc., August 2014 to December 2017.

Source: IAPD individual record, checked 23 October 2026

Where is Francesco D'Andrea based?

Francesco D'Andrea’s registered office is in New York, NY.

Source: IAPD individual record, checked 23 October 2026

Is Francesco D'Andrea registered with FINRA?

No. Francesco D'Andrea has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Francesco D'Andrea’s record?

Search CRD 4967936 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Francesco D'Andrea’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Blue Square Asset Management

Sources

  1. IAPD individual record, CRD 4967936, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Blue Square Asset Management, LLC, filed 1 July 2026. Executive officers and direct owners; this person is not among them.