Unclaimed Profile

Richard Brian Freeman

ROUND TABLE SERVICES, LLC·WESTFIELD, New Jersey

Series 7, Series 63, Series 65Clean record24 years registeredROUND TABLE SERVICES, LLC

319 LENOX AVE., WESTFIELD, NJ 07090CRD# 1293769Firm CRD# 111304

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Brian Freeman · WESTFIELD, NJ

Registration

CRD #1293769 · ROUND TABLE SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ROUND TABLE SERVICES, LLC

CERITY PARTNERS LLC

Dec 2022 – Mar 2024

NEW YORK, NY

ROUND TABLE WEALTH MANAGEMENT

Jan 2002 – Dec 2022

New York, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 2, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROUND TABLE SERVICES, LLC

CRD 111304 · SEC 801-60139

Employees

Total firm employees

Services offered by ROUND TABLE SERVICES, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ROUND TABLE SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Brian Freeman offer?

Richard Brian Freeman specializes in Investment Management, Fee-Only Advisory.

What are Richard Brian Freeman's credentials?

Richard Brian Freeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Brian Freeman located?

Richard Brian Freeman is based in WESTFIELD, New Jersey, last registered with ROUND TABLE SERVICES, LLC.

How does Richard Brian Freeman charge for services?

Richard Brian Freeman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROUND TABLE SERVICES, LLC?

ROUND TABLE SERVICES, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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Other Advisors at ROUND TABLE SERVICES, LLC

Robert Clifford Davis

WESTFIELD, NJ

Mariella P Foley

WESTFIELD, NJ

Steven Joseph Giacona

WESTFIELD, NJ

Bruce Allen Hyde

WESTFIELD, NJ

Marcia Beth Paltenstein

WESTFIELD, NJ

Richard Victor Policastro

WESTFIELD, NJ

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Browse by Specialty

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Research

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