Peggy
Michelman
Circle Advisers Inc
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About this Advisor
Peggy Michelman is a financial advisor who works out of New York, New York with 2 years of industry experience. Michelman is an advisor for Circle Advisers Inc. They have spent their whole time as a financial advisor at Circle Advisers Inc. Michelman maintains a Series 63 license, certifying them as a securities representative, and is registered to serve investors in New York. Circle Advisers Inc is a registered investment business operating out of New York, NY. It has offices in seven locations and a total of 10 advisors. It handles $584 million in total assets between its 300 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 300 customer accounts, 97% are held by high-net-worth clients who have at least $1 million in assets available to invest. Circle Advisers Inc performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules are based on which services the firm provides the client. However, fees charged by Circle Advisers Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Circle Advisers Inc Brokerage Details
$583,799,144
10
300
$1,945,997
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Peggy Michelman Work History
Peggy has been registered as a financial advisor for 2 years.*
Circle Advisers, Inc
*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 Peggy Michelman 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 Advisers Inc
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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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