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Inactive

Ted George Brown

Circle Wealth Management, LLC

Summit, NJ

New York, NY

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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

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TSP CAPITAL MANAGEMENT GROUP, LLC
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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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