Newsquare Capital LLC

Newsquare Capital LLC, a Delaware-based Limited Liability Company, has been serving 54 clients since its registration on January 11, 2010, with 14 employees, 4 of whom serve as advisors. The firm has been approved by the US Securities and Exchange Commission, depicting its compliance with regulatory standards.

• CHRISTY LYNN HART

  DIRECTOR OF OPERATIONS owns less than 5%

• JOSEPH SAMUEL RIZZELLO

  CHAIRMAN owns less than 5%

• JOSEPH VINCENT NASELLI

  MEMBER owns more than 50% but less than 75%

• MATTHEW GARRY WILSON

  CHIEF COMPLIANCE OFFICER owns less than 5%

• RYAN L KIRK

  SENIOR PORTFOLIO MANAGER owns less than 5%

• THE ELEANOR MAE DANIELS TRUST

  MEMBER owns more than 50% but less than 75%

• CLAIRE DANIELS

  TRUSTEE owns more than 25% but less than 50%

• GARY EARL DANIELS

  TRUSTEE owns more than 25% but less than 50%

• JESSE HART DANIELS

  TRUSTEE owns more than 25% but less than 50%

• Archean Capital Partners II LLC
• Equus Capital Partners Ltd
• Veritable LP
• Graham Partners Inc
• Inverness Graham Investments Inc

• NewSquare Capital LLC's Q3-Q4 2022 13F Report Reveals Shifts in Investment Strategy through ETF Holdings

• SPDR S&P 500 ETF TR TR UNIT $25,242k
• FIRST TR EXCHANGE TRADED FD $21,283k
• FIRST TR EXCHANGE TRADED FD $17,505k
• VANGUARD INDEX FDS TOTAL STK MKT $12,137k
• ISHARES TR $11,298k
• SPDR SERIES TRUST $9,359k
• ISHARES GOLD TRUST ISHARES $2,666k
• KIMBERLY CLARK CORP $2,453k
• VERIZON COMMUNICATIONS $2,369k
• SELECT SECTOR SPDR $2,100k