John Robert Chrin

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → Present
  Circle Wealth Management
  Summit, NJ

Other Businesses

1) Since 8/1/2015 Circle VenCap, LLC, located at 47 Maple street, Suite 201 Summit, NJ 07901. A partner and prepares K1 and valuations investments, spends approximately 5 hours per month, all of the time during security trading hours. 2) Since 5/1/2012 Century Equity Partners, located at 100 Federal Street, 29th floor Boston, MA 02110. A senior Advisor who evaluates investment opportunities, approximately 5 hours per month, all of the time during security trading hours. 3) Since 1/1/2014 AIRE Labs Limited, located at Unit 14 Jacks Place 6 Corbet Place London, E1 6NN United Kingdom. An advisory board member who provides insight on US financial landscape. Approximately 5 hours per month, all of the time during security trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-05-09

Designations

• Certified Financial Planner

Other Names

• John R Chrin