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47 Maple Street Suite 201, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-25 |
| NJ | RA | APPROVED | 2026-05-25 |
| NY | RA | APPROVED | 2021-12-01 |
| TX | RA | APPROVED_RES | 2017-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Circle Wealth Management, Llc | Summit | NJ | 12/2006 | Present |
SINCE DECEMBER 2006, MS. CHRIN HAS BEEN THE VICE CHAIR OF CIRCLE FINANCIAL GROUP, A MEMBERSHIP ORGANIZATION OF SOPHISTICATED WOMEN INVESTORS WHO MEET TO SHARE KNOWLEDGE AND EXPERTISE IN A DISCIPLINED ENVIRONMENT. MS. CHRIN DEVOTES APPROXIMATELY 5% OF HER TIME PER WEEK ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-23 |
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