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CIRCLE N ADVISORS, LLC

FISHKILL, NY · CRD 271027 · IAPD ↗ · 845-897-1560

$94.2MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — CIRCLE N ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.