Theodore
Cambilis
Circle Wealth Management, LLC
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About this Advisor
Theodore Cambilis is a financial advisor based in Summit, New Jersey, working with Circle Wealth Management, LLC. Theodore has previously held positions at Pnc Bank and Circle Wealth Management, LLC. Theodore has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, Theodore is part of Circle Wealth Management, LLC, which operates out of Summit, New Jersey. The firm has 1 office and 20 employees. The firm manages assets totaling $10.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Circle Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Circle Wealth Management, LLC Brokerage Details
$10,174,361,288
20
958
$10,620,419
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Theodore Cambilis Work History
Circle Wealth Management, LLC
Pnc Bank
Disclosures
Please visit the SEC profile of Theodore Cambilis 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
Summit, NJ
New York, NY
Summit, NJ
New York, NY
Summit, NJ
Summit, NJ
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