Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Breault is a financial advisor associated with Circle Wealth Management, LLC. Kristen has been in the industry since 1996 and is registered with the state of New Jersey. Her current firm, Circle Wealth Management, LLC is located in Summit, New Jersey. Kristen specializes in providing financial planning services, educational seminars, and portfolio management for individuals. She works with individuals and high-net-worth individuals, as well as charitable organizations.
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
06/11/2007 - Present
Circle Wealth Management, LLC (SUMMIT NJ)
NY
08/26/1996 - 12/06/1999
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 07/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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