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Lindsay Ann Cherashore

Circle Wealth Management, LLC

New York, NY

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
NY RA APPROVED 2021-12-01
TX RA APPROVED_RES 2017-04-13
  • NY RA
    APPROVED
    Since 2021-12-01
  • TX RA
    APPROVED_RES
    Since 2017-04-13

Branch Locations

126 East 56Th Street, 21St Floor, New York, NY 10022 • United States

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 Summit NJ 09/2013 Present
  • 09/2013 → Present
    Circle Wealth Management
    Summit, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-19
  • S65 Uniform Investment Adviser Law Examination
    2022-08-19

View on SEC IAPD

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