Theodore
Cambilis

Circle Wealth Management, LLC

CRD#6641611
Investment Advisor
in Summit, NJ

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About this Advisor

Theodore Cambilis is a financial advisor working out of Summit, New Jersey with 7 years of industry experience. Cambilis is an advisor for Circle Wealth Management, LLC. Throughout their career, they have worked at Pnc Bank, Panera Bread and Circle Wealth Management, LLC. Cambilis has a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in New Jersey. Circle Wealth Management, LLC is an advisory company based out of Summit, NJ. The firm has a total of 16 people on staff. It controls $7 billion in assets among its 1,235 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 14 charitable organizations. Of its 1,235 client accounts, 88% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees usually are based on which services are provided. However, fees billed by Circle Wealth Management, LLC most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

47 Maple Street Suite 201
Summit, NJ 07901

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Circle Wealth Management, LLC Brokerage Details

Total Assets Under Management

$6,551,177,169

NJ Average: $10,121,009,343
Total Number of Employees

16

NJ Average: 92
Total Number of Accounts

1,235

NJ Average: 6,978
Average Account Size

$5,304,597

NJ Average: $1,450,417

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

Theodore has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Circle Wealth Management, LLC

2013 - 2015 (2 years)

Pnc Bank

2010 - 2013 (3 years)

Panera Bread

*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 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

John Chrin
New York, NY
William Smith
New York, NY
Ann Kaplan
Summit, NJ
Daniel Flath
New York, NY
Annika Ellenbogen
New York, NY
Theodore Cambilis
Summit, NJ
Maria Kattan-Chrin
Summit, NJ
Kristen Breault
Summit, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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