Maria Lourdes Kattan-chrin
Investment adviser representative at Circle Wealth Management, LLC
20 yearsExperience
4 statesRegistered in
$14.1BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Circle Wealth Management, LLCDec 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, NY, TX).
Circle Wealth Management, LLC
$14.1BAssets managed
380Clients
10Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2029554
- Firm CRD
- 142878