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Connor Gerard Mullin

Investment adviser representative at Circle Wealth Management, LLC
10 yearsExperience
1 stateRegistered 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

10 years in the industry.

  1. Circle Wealth Management, LLCJun 2024 to now
  2. KpmgJan 2021 to Jun 2024
  3. UnemployedMay 2020 to Jan 2021
  4. Morgan StanleyMay 2019 to Aug 2019
  5. Morgan StanleyMay 2018 to Aug 2018
  6. Virginia TechAug 2016 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
6942641
Firm CRD
142878
Advisor's SEC record (opens in a new tab)
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