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Maria Lourdes Kattan-chrin

Circle Wealth Management, LLC

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About Maria Lourdes Kattan-chrin

Maria Lourdes Kattan-chrin is a registered investment advisor representative with Circle Wealth Management, LLC. Maria has been in the industry since 1990 and is licensed in New Jersey, New York, and Texas. Maria is also the Vice Chair of Circle Financial Group, a membership organization of sophisticated women investors.

Firm Information

Maria Kattan-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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Maria Kattan-chrin’s Registration & Firm History

NJ

04/17/2017 - Present

Circle Wealth Management, LLC (SUMMIT NJ)

NY

03/20/1990 - 12/16/2004

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/02/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/23/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/09/1990

Series 3 - National Commodity Futures Examination

BC

Issued 03/17/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maria Lourdes Kattan-chrin.
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