Maria L. Kattan-chrin
Professional summary
Maria Lourdes Kattan-chrin, who also goes by Maria Lourdes Chrin, is a registered financial advisor currently at CIRCLE WEALTH MANAGEMENT, LLC located in Summit, New Jersey.
Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Maria has worked at 2 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maria Lourdes Kattan-chrin's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 9, 2007 - Present
CIRCLE WEALTH MANAGEMENT, LLC
Office #1: 47 Maple Street Suite 201, Summit, NJ 07901March 20, 1990 - December 16, 2004
GOLDMAN SACHS & CO. LLC
Primary Firm SEC Registration
CIRCLE WEALTH MANAGEMENT, LLC
CRD#: 142878 / SEC#: 801-67841
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/9/2007)
(12/1/2021)
(4/17/2017)
Exams
Current Firm
CIRCLE WEALTH MANAGEMENT, LLC
CRD#: 142878 / SEC#: 801-67841
Contact information
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,040 |
| AUM (Assets Under Management) | $ 12,479,780,365 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 03/27/2025 | ||
| 05/06/2024 | ||
| 05/03/2023 |
Red Flags
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