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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

5 advisors near New York, NY

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Eric M

Series 66

New York, NY

Blue Square Asset Management, LLC

Eric Maidenberg is a financial advisor at Blue Square Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has held roles at UBS Financial Services, UBS Hedge Fund Solutions, and Bankers Capital International. He is also the owner and operator of EJM Impact Solutions Inc., a business consultancy serving early to mid-stage companies on behalf of family offices. Blue Square Asset Management, LLC is an SEC-registered adviser serving individuals, family offices, retirement plans, other advisers, and a privately offered pooled fund. The firm employs a proprietary Dynamic Cash Allocation® process combining quantitative and qualitative approaches to manage exposures across various asset classes, including equities, bonds, commodities, alternatives, and cash.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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Andrew C

Series 63, Series 65

New York, NY

Blue Square Asset Management, LLC

Andrew Ceisler is a financial advisor at Blue Square Asset Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services and UBS Financial Services. Blue Square Asset Management is an SEC-registered firm serving individuals, family offices, retirement plans, and other advisers. The firm uses a proprietary Dynamic Cash Allocation® process to manage diversified portfolios across equities, bonds, commodities, alternatives, and cash, and has expanded into digital asset markets through its registered commodity trading advisor and commodity pool operator entity.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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Jay B

Series 63, Series 65

New York, NY

Blue Square Asset Management, LLC

Jay Bluestine is a financial advisor with Blue Square Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at EPIC Insurance Brokers and Consultants, Norwood Financial Group, The Hotaling Group, Raymond James Financial Services, and UBS Financial Services. He serves as a director on the board of Tactual Labs Co. Blue Square Asset Management is an SEC-registered adviser serving individuals, family offices, retirement plans, other advisers, and a privately offered pooled fund. The firm uses a proprietary Dynamic Cash Allocation® process to manage diversified portfolios, including strategies focused on managed volatility and digital assets, and operates Blue Square Digital LLC, which manages a commodity pool focused on digital assets.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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Leonard M

Series 66

New York, NY

Blue Square Asset Management, LLC

Leonard Meshberg is a financial advisor at Blue Square Asset Management, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services, Inc. and Raymond James Financial Services. Blue Square Asset Management is an SEC-registered adviser serving individuals, family offices, retirement plans, other advisers, and a privately offered pooled fund. The firm utilizes a proprietary Dynamic Cash Allocation® process to manage diversified portfolios across equities, bonds, commodities, alternatives, and cash, and has expanded into digital asset and commodity markets through its affiliated entity, Blue Square Digital LLC.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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Francesco D

Series 66

New York, NY

Blue Square Asset Management, LLC

Francesco D'Andrea is a financial advisor with Blue Square Asset Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Blue Square since 2018 and previously held roles at Raymond James Financial Services and UBS Financial Services. Blue Square Asset Management is an SEC-registered adviser serving individuals, family offices, retirement plans, and other advisers. The firm employs a proprietary Dynamic Cash Allocation® process that combines quantitative rules and qualitative manager input to manage exposures across various asset classes, including equities, bonds, commodities, alternatives, and cash.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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