Open Circle Advisors

Open Circle Advisors (CRD# 150623) is a financial advisory firm headquartered in North Haven, CT. They manage $9,714,432 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $183,291
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

CT

Financial Advisors at Open Circle Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Alex L. Madlener
CRD#: 730694
36 State Street, Suite 2, North Haven, CT 06473
96
Wealthminder
score

Alex Madlener (CRD# 730694) is an Investment Advisor Representative working at Open Circle Advisors in North Haven, CT and has over 7 years of experience in the finance industry. Alex 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.

2
William F. Giaquinto
CRD#: 4998590
36 State Street, Suite 2, North Haven, CT 06473
93
Wealthminder
score

William Giaquinto (CRD# 4998590) is an Investment Advisor Representative working at Open Circle Advisors in North Haven, CT and has over 11 years of experience in the finance industry.

3
Andrew Madlener
CRD#: 6548254
36 State Street, Suite 2, North Haven, CT 06473
87
Wealthminder
score

Andrew Madlener (CRD# 6548254) is an Investment Advisor Representative working at Open Circle Advisors in North Haven, CT and has 1 year of experience in the finance industry.

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