Unclaimed Profile

Lindsay Ann Cherashore

CIRCLE WEALTH MANAGEMENT, LLC·SUMMIT, New Jersey

Series 65Clean record9 years registeredCIRCLE WEALTH MANAGEMENT, LLC

47 MAPLE STREET, SUMMIT, NJ 07901CRD# 6779672Firm CRD# 142878

Profile Verification

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

Identity

Lindsay Ann Cherashore · SUMMIT, NJ

Registration

CRD #6779672 · CIRCLE WEALTH MANAGEMENT, LLC · 9 years registered

Brand Profile

Not yet started

Career History

CIRCLE WEALTH MANAGEMENT, LLC

Apr 2017 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 13, 2017

Years registered · 9

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 Lindsay Ann Cherashore offer?

Lindsay Ann Cherashore specializes in Financial Planning, Investment Management. Contact their office in SUMMIT, New Jersey for a consultation.

What are Lindsay Ann Cherashore's credentials?

Lindsay Ann Cherashore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lindsay Ann Cherashore located?

Lindsay Ann Cherashore 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 Lindsay Ann Cherashore charge for services?

Lindsay Ann Cherashore'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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