Taylor Marie Petrick
Professional Summary
Taylor Marie Petrick, who also goes by Taylor M Petrick, is a registered financial advisor currently at CIRCLE WEALTH MANAGEMENT, LLC located in Summit, New Jersey. Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Taylor has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Taylor M Petrick
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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SUMMIT PLACE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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SUMMIT PLACE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Years of Experience
2 years in the financial services industry
Current & Past Employments
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SUMMIT PLACE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Current Firm
CIRCLE ASSET MANAGEMENT | CIRCLE WEALTH MANAGEMENT, LLC | CIRCLE ASSET MANAGEMENT, LLC
Contact Information
Main Address
47 Maple Street Suite 201, Summit, NJ 07901Phone Number
(908) 206-1306# of Employees
23SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,138AUM (Assets Under Management)
$14,066,392,093Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | Cover Page | Report |
| 03/27/2025 | Cover Page | Report |
| 05/06/2024 | Cover Page | Report |
| 05/03/2023 | Cover Page | Report |
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SUMMIT PLACE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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SUMMIT PLACE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Primary Firm SEC Registration
CIRCLE ASSET MANAGEMENT | CIRCLE WEALTH MANAGEMENT, LLC | CIRCLE ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(10/8/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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CRS (Client Relationship Summary) - RIA
Click below to view Taylor Marie Petrick's CRS (Customer Relationship Summary).
Similar Advisors
SUMMIT PLACE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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