Unclaimed Profile

Christian Michael Wallace

CIRCLE N ADVISORS, LLC·FISHKILL, New York

Series 65Clean record4 years registeredCIRCLE N ADVISORS, LLC

1065 MAIN STREET, FISHKILL, NY 12524CRD# 4707963Firm CRD# 271027

Profile Verification

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

Identity

Christian Michael Wallace · FISHKILL, NY

Registration

CRD #4707963 · CIRCLE N ADVISORS, LLC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CIRCLE N ADVISORS, LLC

CIRCLE N ADVISORS, LLC

Jan 2022 – Jan 2023

Huntington, NY

EMANCIPATION CAPITAL LLC

Jan 2022 – Mar 2022

New York, NY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 14, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CIRCLE N ADVISORS, LLC

CRD 271027 · SEC 801-101534

AUM

$107M

Regulatory assets under management

Employees

118 client accounts

Services offered by CIRCLE N ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CIRCLE N ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Christian Michael Wallace offer?

Christian Michael Wallace specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Christian Michael Wallace's credentials?

Christian Michael Wallace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christian Michael Wallace located?

Christian Michael Wallace is based in FISHKILL, New York, last registered with CIRCLE N ADVISORS, LLC.

How does Christian Michael Wallace charge for services?

Christian Michael Wallace's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CIRCLE N ADVISORS, LLC?

CIRCLE N ADVISORS, LLC has approximately 3 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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