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James David Mcfadden

CIRCLE N ADVISORS, LLC·FISHKILL, New York
Series 7, Series 24, Series 55, Series 63, Series 65Clean record4 years registeredCIRCLE N ADVISORS, LLC
1065 MAIN STREET, FISHKILL, NY 12524CRD# 1979899Firm CRD# 271027

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James David Mcfadden · FISHKILL, NY
Registration
CRD #1979899 · CIRCLE N ADVISORS, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

BLUERING ADVISORS, INC
Nov 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 55
Series 63
Series 65
Registration record
First registered · November 1, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CIRCLE N ADVISORS, LLC
CRD 271027 · SEC 801-101534
AUM
$107M
Regulatory assets under management
Employees
3
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 →
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05

Frequently Asked Questions

What services does James David Mcfadden offer?
James David Mcfadden specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FISHKILL, New York for a consultation.
What are James David Mcfadden's credentials?
James David Mcfadden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James David Mcfadden located?
James David Mcfadden is based in FISHKILL, New York, working with CIRCLE N ADVISORS, LLC. Their office serves clients in the FISHKILL metropolitan area and surrounding communities.
How does James David Mcfadden charge for services?
James David Mcfadden'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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Other Advisors at CIRCLE N ADVISORS, LLC

Christian Michael Wallace
FISHKILL, NY

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