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.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- NJ
- NY
- TX
-
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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