Circle Advisers Inc.

Circle Advisers Inc. (CRD# 110818) is a financial advisory firm headquartered in New York, NY. They manage $674,928,600 in 10,777 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
420 Lexington Avenue, Suite 2500, New York, NY 10170
https://www.cadvinc.com
By the Numbers
  • Total Assets Under Management
    675
    MILLION
  • Total Number of Accounts
    10,777
    ACCOUNTS
  • Average Account Value
    $62,627
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, LA, MA, NH, NJ, NY, PA, TX, VA, VT

Financial Advisors at Circle Advisers Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Eric Block, financial advisor New York NY
Eric S. Block
CRD#: 1510791
420 Lexington Avenue, Suite 2500, New York, NY 10170

Eric Block (CRD# 1510791) is an Investment Advisor Representative working at Circle Advisers Inc. in New York, NY and has over 37 years of experience in the finance industry.

2
Patricia Eiden, financial advisor New York NY
Patricia E. Eiden
CRD#: 7855419
420 Lexington Avenue, Suite 2500, New York, NY 10170

Patricia Eiden (CRD# 7855419) is an Investment Advisor Representative working at Circle Advisers Inc. in New York, NY and has 1 year of experience in the finance industry.

3
Jeffrey Golden, financial advisor New York NY
Jeffrey M. Golden
CRD#: 2244458
420 Lexington Avenue, Suite 2500, New York, NY 10170

Jeffrey Golden (CRD# 2244458) is an Investment Advisor Representative working at Circle Advisers Inc. in New York, NY and has over 31 years of experience in the finance industry.

4
Charles Martin, financial advisor New York NY
Charles S. Martin
CRD#: 5815459
420 Lexington Avenue, Suite 2500, New York, NY 10170

Charles Martin (CRD# 5815459) is an Investment Advisor Representative working at Circle Advisers Inc. in New York, NY and has 1 year of experience in the finance industry.

5
Thomas Martin, financial advisor New York NY
Thomas B. Martin
CRD#: 321626
420 Lexington Avenue, Suite 2500, New York, NY 10170

Thomas Martin (CRD# 321626) is an Investment Advisor Representative working at Circle Advisers Inc. in New York, NY and has over 39 years of experience in the finance industry.

6
Richard Sendell, financial advisor New York NY
Richard L. Sendell
CRD#: 2318291
420 Lexington Avenue, Suite 2500, New York, NY 10170

Richard Sendell (CRD# 2318291) is an Investment Advisor Representative working at Circle Advisers Inc. in New York, NY and has over 29 years of experience in the finance industry.

7
Charles Winston, financial advisor New York NY
Charles C. Winston
CRD#: 4410794
420 Lexington Avenue, Suite 2500, New York, NY 10170

Charles Winston (CRD# 4410794) is an Investment Advisor Representative working at Circle Advisers Inc. in New York, NY and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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