Circle N Advisors, LLC

Circle N Advisors, LLC (CRD# 271027) is a financial advisory firm headquartered in Fishkill, NY. They manage $107,140,527 in 118 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1065 Main Street, Suite F, Fishkill, NY 12524
By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $907,971
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NY

Financial Advisors at Circle N Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christine Murphy, financial advisor Fishkill NY
Christine M. Murphy
CRD#: 2777387
1065 Main Street, Suite F, Fishkill, NY 12524

Christine Murphy (CRD# 2777387) is an Investment Advisor Representative working at Circle N Advisors, LLC in Fishkill, NY and has over 25 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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