Maria Kattan-ChrinCRD Number: 2029554
Current Firm: Circle Wealth Management, LLC
Maria Kattan-Chrin (CRD# 2029554) is an Investment Advisor Representative working at Circle Wealth Management, LLC in Summit, NJ and has over 33 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Circle Wealth Management, LLC||Summit, NJ||Dec 2007 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1990|
|S65||NASAA Investment Advisors Law Examination||Aug 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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