Open Circle Advisors
Open Circle Advisors (CRD# 150623) is a financial advisory firm headquartered in North Haven, CT. They manage $11,005,219 in 51 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts51ACCOUNTS
Average Account Value$215,789
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
William Giaquinto (CRD# 4998590) is an Investment Advisor Representative working at Open Circle Advisors in North Haven, CT and has over 12 years of experience in the finance industry.
Andrew Madlener (CRD# 6548254) is an Investment Advisor Representative working at Open Circle Advisors in North Haven, CT and has over 2 years of experience in the finance industry. Andrew Madlener 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.