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Financial ADVSR advisor directory · SEC adviser records

Circle Wealth Management, LLC financial advisors in Summit, NJ

Every SEC-registered investment adviser representative at a Circle Wealth Management, LLC office in Summit, A to Z.

4 registered advisors work at Circle Wealth Management, LLC in Summit, out of 10 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Circle Wealth Management, LLC advisors in Summit, A to Z

Every Circle Wealth Management, LLC advisor →

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Circle Wealth Management, LLC advisors in other cities

New York, NY 3

Other firms in Summit

All Summit advisors →

Tlg Advisors, Inc. 131J.P. Morgan Securities LLC 124Simplicity Wealth 108Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Seabridge Investment Advisors LLC 5Ameriprise Financial Services, LLC 4Gulfstream Cm, LLC 4Beacon Pointe Advisors, LLC 3LPL Financial LLC 3Wells Fargo Clearing Services, LLC 3

Questions

How many financial advisors does Circle Wealth Management, LLC have in Summit?

4 investment adviser representatives are registered at Circle Wealth Management, LLC offices in Summit, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Circle Wealth Management, LLC one of the largest advisor employers in Summit?

Circle Wealth Management, LLC ranks number 7 in Summit by registered advisors; Tlg Advisors, Inc. has the most, with 131.

How do I check a Circle Wealth Management, LLC advisor in Summit?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Circle Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.