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Mark F
Series 63, Series 65, Series 66
Chandler, AZ
Blue Square Asset Management, LLC
Mark Finelli is a financial advisor with Blue Square Asset Management, LLC, holding Series 63, 65, and 66 licenses and five years of industry experience. His prior roles include positions at Celsius Network, INX Services Inc., Overstock, United Capital, Larry Black Wealth Management, and Wells Fargo Investments. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers, offering financial planning, investment management, sub-advisory services, and due diligence for private funds. The firm employs a proprietary Dynamic Cash Allocation® process to manage diversified strategies, including digital asset exposures, and operates affiliated entities registered as commodity pool operators and trading advisors.
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