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Ted George Brown

Circle Wealth Management, LLC

Summit, NJ

New York, NY

CRD 8015698

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Employer firm

Circle Wealth Management, LLC CRD 142878

$14.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Circle Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-12-17
  • NY RA
    APPROVED
    Since 2024-12-17

Branch Locations

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

126 East 56Th Street 21St Floor, New York, NY 10022 • 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 01/2024 Present
Greens Farms Academy Westport CT 11/2014 06/2019
Connecticut College New London CT 08/2019 05/2023
Unemployed Old Greenwich CT 05/2023 01/2024
Connecticut College New London CT 08/2021 05/2023
Joeb Moore And Partners Greenwich CT 07/2021 08/2021
Stone Acres Farm Stonington CT 06/2021 07/2021
Rocky Point Club Old Greenwich CT 06/2020 08/2020
Rocky Point Club Old Greenwich CT 06/2019 08/2019
  • 01/2024 → Present
    Circle Wealth Management, Llc
    Summit, NJ
  • 11/2014 → 06/2019
    Greens Farms Academy
    Westport, CT
  • 08/2019 → 05/2023
    Connecticut College
    New London, CT
  • 05/2023 → 01/2024
    Unemployed
    Old Greenwich, CT
  • 08/2021 → 05/2023
    Connecticut College
    New London, CT
  • 07/2021 → 08/2021
    Joeb Moore And Partners
    Greenwich, CT
  • 06/2021 → 07/2021
    Stone Acres Farm
    Stonington, CT
  • 06/2020 → 08/2020
    Rocky Point Club
    Old Greenwich, CT
  • 06/2019 → 08/2019
    Rocky Point Club
    Old Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-16
  • S65 Uniform Investment Adviser Law Examination
    2024-12-16

View on SEC IAPD

Nearby Firms

CONCORD MANAGEMENT SERVICES, LLC
CONVERSANT CAPITAL LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

Mark B. Lewis
DAVID MORRIS MARGOLIS
KENNETH ALAN FREELUND

Nearby Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ
CONVERSANT CAPITAL LLC · SUMMIT, NJ
J.P. MORGAN SECURITIES LLC · Summit, NJ

More in Summit, NJ

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