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).
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Total Assets Under Management6,551MILLION
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Total Number of Accounts1,235ACCOUNTS
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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
Kristen Breault (CRD# 2766931) is an Investment Advisor Representative working at Circle Wealth Management, LLC in Summit, NJ and has over 25 years of experience in the finance industry.
Theodore Cambilis (CRD# 6641611) is an Investment Advisor Representative working at Circle Wealth Management, LLC in Summit, NJ and has over 7 years of experience in the finance industry.
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.
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.
Daniel Flath (CRD# 6779657) is an Investment Advisor Representative working at Circle Wealth Management, LLC in New York, NY and has over 12 years of experience in the finance industry.
Maria Kattan-Chrin (CRD# 2029554) is an Investment Advisor Representative working at Circle Wealth Management, LLC in Summit, NJ and has over 34 years of experience in the finance industry.
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.
William Smith (CRD# 7409343) is an Investment Advisor Representative working at Circle Wealth Management, LLC in New York, NY and has over 2 years of experience in the finance industry.