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Adam Paul Cornwall

Circle Wealth Management, LLC

New York, NY

Summit, NJ

CRD 7758594

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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 2025-10-02
  • NY RA
    APPROVED
    Since 2025-10-02

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, Llc Summit NJ 07/2025 Present
Carnegie Mellon University Pittsburgh PA 08/2021 05/2025
Wells Fargo New York NY 06/2024 08/2024
Canadian Imperial Bank Of Commerce New York NY 05/2023 08/2023
Pond Lehocky, Llp Philadelphia PA 12/2022 02/2023
Council Rock Holland Middle School Holland PA 09/2015 06/2017
Council Rock High School South Holland PA 08/2017 06/2021
  • 07/2025 → Present
    Circle Wealth Management, Llc
    Summit, NJ
  • 08/2021 → 05/2025
    Carnegie Mellon University
    Pittsburgh, PA
  • 06/2024 → 08/2024
    Wells Fargo
    New York, NY
  • 05/2023 → 08/2023
    Canadian Imperial Bank Of Commerce
    New York, NY
  • 12/2022 → 02/2023
    Pond Lehocky, Llp
    Philadelphia, PA
  • 09/2015 → 06/2017
    Council Rock Holland Middle School
    Holland, PA
  • 08/2017 → 06/2021
    Council Rock High School South
    Holland, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-02
  • S65 Uniform Investment Adviser Law Examination
    2025-10-02
Other Names
  • Adam Paul Cornwall
  • Adam Cornwall

View on SEC IAPD

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