Kristen BreaultCRD Number: 2766931
Current Firm: Circle Wealth Management, LLC
Kristen Breault (CRD# 2766931) is an Investment Advisor Representative working at Circle Wealth Management, LLC in Summit, NJ and has over 24 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Circle Wealth Management, LLC||Summit, NJ||Jan 2007 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management6,551MILLIONS
Total Number of Accounts1,235ACCOUNTS
Average Account Value$5,304,597
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, IL, MA, NJ, NY, PA, SC, TX, UT
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