Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Gerard Mullin is a registered investment advisor representative at Circle Wealth Management, LLC. Connor holds a Series 65 license and is registered in New Jersey and New York. Connor has a background in finance and has experience working at KPMG and Morgan Stanley. Connor specializes in financial planning, portfolio management for individuals, and selection of other advisers. Connor's firm manages approximately $10,174,361,288 in assets for over 950 clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
11/06/2024 - Present
Circle Wealth Management, LLC (SUMMIT NJ)
Active
Inactive
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