Maria
Kattan-Chrin
Circle Wealth Management, LLC
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About this Advisor
Maria Kattan-Chrin is a financial advisor who works in Summit, New Jersey with 16 years of industry experience. Kattan-Chrin is an advisor for Circle Wealth Management, LLC. They have spent all of their time as a financial advisor at Circle Wealth Management, Llc. Kattan-Chrin has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey, New York and Texas. Circle Wealth Management, LLC is a company operating out of Summit, NJ. The company has a total of 16 advisors. It administers $7 billion in total assets among its 1,235 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 14 charitable organizations. Of its 1,235 customer accounts, 88% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees usually vary depending on which service is offered. However, fees billed by Circle Wealth Management, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Circle Wealth Management, LLC Brokerage Details
$6,551,177,169
16
1,235
$5,304,597
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Maria Kattan-Chrin Work History
Maria has been registered as a financial advisor for 16 years.*
Circle Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Maria Kattan-Chrin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Circle Wealth Management, LLC
New York, NY
New York, NY
Summit, NJ
New York, NY
Summit, NJ
New York, NY
Summit, NJ
Summit, NJ
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