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.
- Circle Wealth Management, LLCJun 2024 to now
- KpmgJan 2021 to Jun 2024
- UnemployedMay 2020 to Jan 2021
- Morgan StanleyMay 2019 to Aug 2019
- Morgan StanleyMay 2018 to Aug 2018
- 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