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Theodore M Cambilis

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 2016-08-30
  • NJ RA
    APPROVED
    Since 2016-08-30

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 06/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-21
  • S65 Uniform Investment Adviser Law Examination
    2016-07-21
Designations

View on SEC IAPD

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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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