DJ
Douglas James Bauer
CRD 1051210
Certified Financial Planner
Chartered Financial Consultant
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Allsquare Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Allsquare Wealth Management, Llc
Managing Member / Chief Executive Officer · 75% or more · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗