Unclaimed Profile

Kristen Anne Breault

CIRCLE WEALTH MANAGEMENT, LLC·SUMMIT, New Jersey

Series 7, Series 63, Series 65Clean record19 years registeredCIRCLE WEALTH MANAGEMENT, LLC

47 MAPLE STREET, SUMMIT, NJ 07901CRD# 2766931Firm CRD# 142878

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kristen Anne Breault · SUMMIT, NJ

Registration

CRD #2766931 · CIRCLE WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

CIRCLE WEALTH MANAGEMENT, LLC

Jun 2007 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 11, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CIRCLE WEALTH MANAGEMENT, LLC

CRD 142878 · SEC 801-67841

AUM

$10.2B

Regulatory assets under management

Employees

958 client accounts

Services offered by CIRCLE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CIRCLE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kristen Anne Breault offer?

Kristen Anne Breault specializes in Financial Planning, Investment Management. Contact their office in SUMMIT, New Jersey for a consultation.

What are Kristen Anne Breault's credentials?

Kristen Anne Breault is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristen Anne Breault located?

Kristen Anne Breault is based in SUMMIT, New Jersey, working with CIRCLE WEALTH MANAGEMENT, LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.

How does Kristen Anne Breault charge for services?

Kristen Anne Breault's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CIRCLE WEALTH MANAGEMENT, LLC?

CIRCLE WEALTH MANAGEMENT, LLC has approximately 20 employees and manages $10.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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