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Kristen Anne Breault

Chief Compliance Officer, PartnerCircle Wealth Management, LLCCRD 2766931

About Kristen Anne Breault

Kristen Anne Breault is listed as Chief Compliance Officer, Partner at Circle Wealth Management, LLC in Summit, NJ. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Circle Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kristen Anne Breault work?

Kristen Anne Breault is listed as Chief Compliance Officer, Partner at Circle Wealth Management, LLC on SEC Form ADV.

How much of Circle Wealth Management, LLC does Kristen Anne Breault own?

Form ADV reports a beneficial ownership band of 5-10%.

Circle Wealth Management, LLC

TitleChief Compliance Officer, Partner
Ownership5-10%
Control personNo
Since2007
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