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Charles (Casey) Martin, Cfa, Cfp® Email & Phone Number

Financial Advisor at Circle Advisers, Inc. at Circle Advisers, Inc.
Location: New York City Metropolitan Area, United States, United States 4 work roles 2 schools
1 work email found @cadvinc.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@cadvinc.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Circle Advisers, Inc.
Role
Financial Advisor at Circle Advisers, Inc.
Location
New York City Metropolitan Area, United States, United States
Company size
16 employees

Who is Charles (Casey) Martin, Cfa, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Charles (Casey) Martin, Cfa, Cfp® is listed as Financial Advisor at Circle Advisers, Inc. at Circle Advisers, Inc., a company with 16 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at cadvinc.com and a matched LinkedIn profile for Charles (Casey) Martin, Cfa, Cfp®.

Charles (Casey) Martin, Cfa, Cfp® previously worked as Financial Advisor at Circle Advisers, Inc. and Portfolio Manager Associate (Analyst) at Us Trust. Charles (Casey) Martin, Cfa, Cfp® holds Bachelor Of Arts (B.A.), Economics from New York University.

Company email context

Email format at Circle Advisers, Inc.

This section adds company-level context without repeating Charles (Casey) Martin, Cfa, Cfp®'s masked contact details.

*@cadvinc.com
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AeroLeads found 1 current-domain work email signal for Charles (Casey) Martin, Cfa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Charles (Casey) Martin, Cfa, Cfp®

Charles (Casey) Martin, Cfa, Cfp® is a Financial Advisor at Circle Advisers, Inc. at Circle Advisers, Inc.. He possess expertise in portfolio management, finance, investments, equities, bloomberg and 14 more skills. He is proficient in French.

Listed skills include Portfolio Management, Finance, Investments, Equities, and 15 others.

Current workplace

Charles (Casey) Martin, Cfa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Circle Advisers, Inc.
Circle Advisers, Inc.
Financial Advisor at Circle Advisers, Inc.
new york, new york, united states
Website
cadvinc.com
Employees
16
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Company profile
View company profile Email format
4 roles

Charles (Casey) Martin, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Portfolio Manager Associate (Analyst)

Us Trust

New York, New York

Sep 2012 - Aug 2014

Portfolio Management Assistant

Us Trust

New York, New York

Sep 2010 - Sep 2012
Team & coworkers

Colleagues at Circle Advisers, Inc.

Other employees you can reach at cadvinc.com. View company contacts for 16 employees →

AJ Adamsns Jabanam Adamsns Jabanam Colleague at Circle Advisers, Inc.Dallas, Texas, United States, United States View → MK Mehar Karnani Mehar Karnani Colleague at Circle Advisers, Inc.United States, United States View → TM Tom Martin Tom Martin Colleague at Circle Advisers, Inc.United States, United States View → AM Antonio Morrone Antonio Morrone Colleague at Circle Advisers, Inc.Naples, Campania, Italy, Italy View → VH Veronica Heyneke Veronica Heyneke Colleague at Circle Advisers, Inc.City Of Johannesburg, Gauteng, South Africa, South Africa View → ZY Zafar Yaab Zafar Yaab Colleague at Circle Advisers, Inc.Moradabad, Uttar Pradesh, India, India View → RS Richard Sendell Richard Sendell Colleague at Circle Advisers, Inc.New York, New York, United States, United States View → OO Okop Okopyan Okop Okopyan Colleague at Circle Advisers, Inc.Denmark, Denmark View → CB Carson Bidawid Carson Bidawid Colleague at Circle Advisers, Inc.New York City Metropolitan Area, United States View → CW Charles Winston Charles Winston Colleague at Circle Advisers, Inc.Purchase, New York, United States, United States View →
2 education records

Charles (Casey) Martin, Cfa, Cfp® education

Bachelor Of Arts (B.A.), Economics

New York University

Activities and Societies: Track & FieldMajored in Economics and Minored in French.

Education record

Scarsdale High School
FAQ

Frequently asked questions about Charles (Casey) Martin, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Charles (Casey) Martin, Cfa, Cfp® work for?

Charles (Casey) Martin, Cfa, Cfp® works for Circle Advisers, Inc..

What is Charles (Casey) Martin, Cfa, Cfp®'s role at Circle Advisers, Inc.?

Charles (Casey) Martin, Cfa, Cfp® is listed as Financial Advisor at Circle Advisers, Inc. at Circle Advisers, Inc..

What is Charles (Casey) Martin, Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @cadvinc.com for Charles (Casey) Martin, Cfa, Cfp® at Circle Advisers, Inc..

Where is Charles (Casey) Martin, Cfa, Cfp® based?

Charles (Casey) Martin, Cfa, Cfp® is based in New York City Metropolitan Area, United States, United States while working with Circle Advisers, Inc..

What companies has Charles (Casey) Martin, Cfa, Cfp® worked for?

Charles (Casey) Martin, Cfa, Cfp® has worked for Circle Advisers, Inc. and Us Trust.

Who are Charles (Casey) Martin, Cfa, Cfp®'s colleagues at Circle Advisers, Inc.?

Charles (Casey) Martin, Cfa, Cfp®'s colleagues at Circle Advisers, Inc. include Adamsns Jabanam, Mehar Karnani, Tom Martin, Antonio Morrone, and Veronica Heyneke.

How can I contact Charles (Casey) Martin, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Charles (Casey) Martin, Cfa, Cfp® at Circle Advisers, Inc., including work email, phone, and LinkedIn data when available.

What schools did Charles (Casey) Martin, Cfa, Cfp® attend?

Charles (Casey) Martin, Cfa, Cfp® holds Bachelor Of Arts (B.A.), Economics from New York University.

What skills is Charles (Casey) Martin, Cfa, Cfp® known for?

Charles (Casey) Martin, Cfa, Cfp® is listed with skills including Portfolio Management, Finance, Investments, Equities, Bloomberg, Asset Allocation, Bloomberg Terminal, and Financial Analysis.

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