Investment adviser representative · Circle Wealth Management, LLC
Theodore M. Cambilis
CRD 6641611 · Summit, NJ
At a glance
Theodore M. Cambilis is an investment adviser representative with Circle Wealth Management, LLC in Summit, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Theodore’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Circle Wealth Management, LLCSince August 2016Summit, NJ · $14B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Theodore’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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