Theodore CambilisCRD Number: 6641611
Current Firm: Circle Wealth Management, LLC
Theodore Cambilis (CRD# 6641611) is an Investment Advisor Representative working at Circle Wealth Management, LLC in Summit, NJ and has over 6 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Circle Wealth Management, LLC||Summit, NJ||Jun 2015 - Current||8|
|Pnc Bank||Bedminster, NJ||Jul 2013 - Apr 2015||1|
|Panera Bread||Raritan, NJ||Jun 2010 - Jul 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2016|
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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