Hadley Fitzsimons Smith
Investment adviser representative at Circle Wealth Management, LLC
12 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
12 years in the industry.
- Circle Wealth Management, LLCJul 2024 to now
- Commonfund OcioJul 2021 to Jun 2024
- Trinity CollegeAug 2017 to Jun 2021
- St. George's SchoolSep 2014 to Jul 2017
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
- 7987750
- Firm CRD
- 142878