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John Robert Chrin

Circle Wealth Management, LLC

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About John Robert Chrin

John Robert Chrin is a financial advisor with Circle Wealth Management, LLC. John is a Certified Financial Planner® professional and has been in the industry since 1997. John has a broad range of experience and specializes in providing financial planning, investment management, and selection of other advisors for individuals and high-net-worth clients. John is registered with the states of New Jersey, New York, Pennsylvania, and Texas. John is also a partner with Circle VenCap, LLC, a senior advisor with Century Equity Partners, and an advisory board member with AIRE Labs Limited.

Firm Information

John Chrin is currently registered with Circle Wealth Management, LLC. Circle Wealth Management, LLC is an investment advisor registered with the SEC and headquartered in Summit, NJ. They manage over $10 billion in assets for high-net-worth individuals, charitable organizations, and corporations. Services include financial planning, portfolio management for individuals, and educational seminars. The firm has 8 investment advisor representatives and 9 investment advisory functions.
Circle Wealth Management, LLC

47 MAPLE STREET

SUMMIT, NJ 07901

$10.17B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Chrin’s Registration & Firm History

NY

07/17/2017 - Present

Circle Wealth Management, LLC (New York NY)

NY

10/01/2008 - 07/06/2009

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

05/01/2001 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

08/18/1999 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

02/05/1997 - 08/27/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/31/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Robert Chrin.
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