Circle Advisers Inc

Charles Martin is a Certified Financial Planner® at Circle Advisers Inc with four years of industry experience. He has been with Circle Advisers since 2014. Outside of his advisory role, he is also a licensed insurance agent. Circle Advisers Inc serves primarily high-net-worth individuals and institutional clients, providing non-discretionary investment advisory services along with stand-alone financial planning and consulting. The firm manages assets using fundamental analysis and a mix of mutual funds, ETFs, equities, fixed income, and options strategies.

Patricia Eiden is a financial advisor at Circle Advisers Inc with a Series 65 designation and two years of industry experience. She has been with Circle Advisers since 2017. Circle Advisers Inc. serves primarily high-net-worth individuals and institutional clients, providing non-discretionary investment advisory services along with financial planning and consulting. The firm focuses on fundamental analysis and employs a range of strategies including options for hedging or income, managing assets across multiple offices while maintaining a team-sized advisor structure.

Jeffrey Golden is a CFP® with four years of industry experience, affiliated with Circle Advisers Inc in New York, NY. He has been with Circle Advisers since 2002. Outside of his advisory role, he is also licensed as an insurance agent. Circle Advisers Inc serves primarily high-net-worth individuals and institutional clients by providing non-discretionary investment advisory services, financial planning, and consulting. The firm manages assets through fundamental analysis and a variety of investment strategies, including options, while operating multiple offices with a team-sized advisory model.

Richard Sendell is a financial advisor at Circle Advisers Inc. in New York, NY, holding a Series 63 designation with five years of industry experience. He has been with Circle Advisers since 2005. Outside of his advisory role, Sendell is also licensed as an insurance agent. Circle Advisers Inc. serves primarily high-net-worth individuals and institutional clients, offering non-discretionary investment advisory services along with financial planning and consulting. The firm emphasizes fundamental analysis and employs a range of strategies including mutual funds, ETFs, equities, fixed income, and options for hedging or income.

Thomas Martin is a ChFC® and Series 63 licensed advisor at Circle Advisers Inc. with four years of industry experience. He has been associated with Circle Advisers since 1981. Martin is involved in life insurance brokerage through affiliated entities including Circle Consulting Group, Inc. and Circle Benefits Planning, Inc. Circle Advisers Inc. serves primarily high-net-worth individuals and institutional clients with non-discretionary investment advisory services, financial planning, and ERISA-related consulting. The firm manages assets across various investment vehicles using fundamental analysis and both long- and short-term strategies, while maintaining a team-sized structure across multiple offices.

Eric Block is a financial advisor at Circle Advisers Inc. based in New York, NY, with four years of industry experience. He holds a Series 63 designation and has been with Circle Advisers since 1985. Outside of his advisory role, he is involved in insurance brokerage and works as a self-employed consultant preparing periodic financial reports. Circle Advisers Inc. serves primarily high-net-worth individuals and institutional clients, offering non-discretionary investment advisory services along with financial planning and consulting. The firm emphasizes fundamental analysis and employs a range of strategies including options for hedging or income, managing assets primarily on a non-discretionary basis across multiple office locations.

Carson Bidawid is a financial advisor at Circle Advisers Inc. based in New York, NY, holding a Series 65 designation with one year of industry experience. He has worked with Circle Advisers since 2016 and had a brief tenure at Empire Wealth Strategies the same year. Circle Advisers Inc. serves primarily high-net-worth individuals and institutional clients, providing non-discretionary investment advisory services along with financial planning and consulting. The firm manages assets through fundamental analysis and a mix of mutual funds, ETFs, equities, fixed income, and cash, emphasizing long- and short-term strategies and options for hedging or income.