Company Name:
CIRCLE WEALTH MANAGEMENT, LLC
Address:
SUITE 201, 47 MAPLE STREET, SUMMIT NJ 7901
CRD Number:
142878
SEC Number:
801-67841
Financial Regulator:
SEC/ FINRA
Website:
https://www.circlewm.com
Registration started
Ended
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
CDR: 2029554
MARIA KATTAN-CHRIN
MARIA LOURDES CHRIN
started on 2007-05-09
CDR: 2766931
KRISTEN BREAULT
KRISTEN ANNE BLACK
started on 2007-06-11
CDR: 6641611
Theodore Cambilis
started on 2016-08-30
CDR: 2673970
JOHN CHRIN
JOHN R CHRIN
started on 2017-07-17
CDR: 6779657
Daniel Flath
started on 2017-05-22
CDR: 6779672
Lindsay Cherashore
started on 2017-04-13
CDR: 7128617
Annika Ellenbogen
started on 2019-10-28



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