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Connor Gerard Mullin

Circle Wealth Management, LLC

New York, NY

Summit, NJ

CRD 6942641

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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 2024-11-06
  • NY RA
    APPROVED
    Since 2024-11-06

Branch Locations

126 E 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, Llc Summit NJ 06/2024 Present
Virginia Tech Blacksburg VA 08/2016 05/2020
Unemployed Reading MA 05/2020 01/2021
Kpmg New York NY 01/2021 06/2024
Morgan Stanley Middleton MA 05/2018 08/2018
Morgan Stanley Middleton MA 05/2019 08/2019
  • 06/2024 → Present
    Circle Wealth Management, Llc
    Summit, NJ
  • 08/2016 → 05/2020
    Virginia Tech
    Blacksburg, VA
  • 05/2020 → 01/2021
    Unemployed
    Reading, MA
  • 01/2021 → 06/2024
    Kpmg
    New York, NY
  • 05/2018 → 08/2018
    Morgan Stanley
    Middleton, MA
  • 05/2019 → 08/2019
    Morgan Stanley
    Middleton, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-30
  • S65 Uniform Investment Adviser Law Examination
    2024-09-30
Other Names
  • Connor Mullin

View on SEC IAPD

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