Circle Wealth Management, LLC

Circle Wealth Management, LLC (CRD# 142878) is a financial advisory firm headquartered in Summit, NJ. They manage $6,551,177,169 in 1,235 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
47 Maple Street, Suite 201, Summit, NJ 07901
https://www.circlewm.com
By the Numbers
  • Total Assets Under Management
    6,551
    MILLION
  • Total Number of Accounts
    1,235
    ACCOUNTS
  • Average Account Value
    $5,304,597
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, MA, NJ, NY, PA, SC, TX, UT

Financial Advisors at Circle Wealth Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Kristen Breault, financial advisor Summit NJ
Kristen A. Breault
CRD#: 2766931
47 Maple Street, Suite 201, Summit, NJ 07901

Kristen Breault (CRD# 2766931) is an Investment Advisor Representative working at Circle Wealth Management, LLC in Summit, NJ and has over 24 years of experience in the finance industry.

2
Theodore Cambilis, financial advisor Summit NJ
Theodore M. Cambilis
CRD#: 6641611
47 Maple Street, Suite 201, Summit, NJ 07901

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.

3
Lindsay Cherashore, financial advisor New York NY
Lindsay A. Cherashore
CRD#: 6779672
126 East 56th Street, 21st Floor, New York, NY 10022

Lindsay Cherashore (CRD# 6779672) is an Investment Advisor Representative working at Circle Wealth Management, LLC in New York, NY and has 1 year of experience in the finance industry.

4
John Chrin, financial advisor New York NY
John R. Chrin
CRD#: 2673970
126 East 56th Street, 21st Floor, New York, NY 10022

John Chrin (CRD# 2673970) is an Investment Advisor Representative working at Circle Wealth Management, LLC in New York, NY and has over 26 years of experience in the finance industry. John Chrin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Daniel Flath, financial advisor New York NY
Daniel M. Flath
CRD#: 6779657
126 East 56th Street, 21st Floor, New York, NY 10022

Daniel Flath (CRD# 6779657) is an Investment Advisor Representative working at Circle Wealth Management, LLC in New York, NY and has over 11 years of experience in the finance industry. Daniel Flath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Maria Kattan-Chrin, financial advisor Summit NJ
Maria L. Kattan-Chrin
CRD#: 2029554
47 Maple Street, Suite 201, Summit, NJ 07901

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.

7
Annika Ellenbogen, financial advisor New York NY
Annika L. Ellenbogen
CRD#: 7128617
126 E 56th St, New York, NY 10022

Annika Ellenbogen (CRD# 7128617) is an Investment Advisor Representative working at Circle Wealth Management, LLC in New York, NY and has over 3 years of experience in the finance industry.

8
Ann Kaplan, financial advisor Summit NJ
Ann F. Kaplan
CRD#: 848297
47 Maple Street, Suite 201, Summit, NJ 07901

Ann Kaplan (CRD# 848297) is an Investment Advisor Representative working at Circle Wealth Management, LLC in Summit, NJ and has 1 year of experience in the finance industry.

9
William Smith, financial advisor New York NY
William M. Smith
CRD#: 7409343
126 East 56th Street, 21st Floor, New York, NY 10022

William Smith (CRD# 7409343) is an Investment Advisor Representative working at Circle Wealth Management, LLC in New York, NY and has 1 year 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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