Leonard Meshberg has been an investment adviser representative at Blue Square Asset Management since October 2020, 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.
- – present · 5 yearsNew York, NY · Adviser representative · Firm CRD 296802
Investment adviser representative registrations
Leonard Meshberg is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2020; the most recent is New York, in June 2021.
- New YorkSince 12 June 2021
- TexasResidentSince 27 October 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 December 2005 |
| Series 7 | General Securities Representative Examination | 23 November 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Leonard Barry Meshberg
- CRD
- 1504559
- Firm
- Blue Square Asset Management · CRD 296802
- Office
- 17 STATE STREET, 40TH FLOOR, New York, NY 10004
- Registration
- Investment adviser registration
- In the industry since
- November 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Leonard Meshberg work?
Leonard Meshberg is an investment adviser representative registered through Blue Square Asset Management, LLC since October 2020, and is not listed among the firm’s executive officers or direct owners.
Is Leonard Meshberg a financial advisor?
Yes. Leonard Meshberg has a current investment-adviser registration in New York and Texas, through Blue Square Asset Management since October 2020.
How many years of experience does Leonard Meshberg have?
Leonard Meshberg has 18 years in the financial industry, since November 2007, across 1 adviser firm.
What exams has Leonard Meshberg passed?
Leonard Meshberg has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2005. FINRA credited Leonard Meshberg with the SIE, which began in October 2018.
Where is Leonard Meshberg based?
Leonard Meshberg’s registered office is in New York, NY.
Is Leonard Meshberg registered with FINRA?
No. Leonard Meshberg has no current broker registration.
How can I verify Leonard Meshberg’s record?
Search CRD 1504559 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Leonard Meshberg’s full registration record.
- Allison JaffeChief Compliance Officer
- Jay BluestineManaging Member, Founder & CEO
- Andrew CeislerPrincipal, Director Asset Management