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Kristen Anne Breault

Circle Wealth Management, LLC

Summit, NJ

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Current Employers
Circle Wealth Management, Llc

47 Maple Street Suite 201, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2007-06-11
  • NJ RA
    APPROVED
    Since 2007-06-11

Branch Locations

47 Maple Street Suite 201, Summit, NJ 07901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Circle Wealth Management, Llc Summit NJ 01/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-31
S63 Uniform Securities Agent State Law Examination 1998-11-23
  • S65 Uniform Investment Adviser Law Examination
    2007-07-31
  • S63 Uniform Securities Agent State Law Examination
    1998-11-23
Other Names
  • Kristen Anne Black

View on SEC IAPD

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Other Investors

Mark B. Lewis
DAVID MORRIS MARGOLIS
KENNETH ALAN FREELUND
Giselle Wright
Matthew James Pejkovic
NICHOLAS ALFRED PISCIOTTI
Anthony Lewis
KRISTINE CHARBONNEAU O'KEEFE

Other Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ
CONVERSANT CAPITAL LLC · SUMMIT, NJ
J.P. MORGAN SECURITIES LLC · Summit, NJ
WELLS FARGO CLEARING SERVICES, LLC · SUMMIT, NJ
BIANCO WEALTH ADVISORS LLC · SUMMIT, NJ
FORZA INVESTMENT GROUP, LP · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ

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