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Richard Victor Policastro

ROUND TABLE SERVICES, LLC·WESTFIELD, New Jersey
SIE, Series 7, Series 7TO, Series 24, Series 63Clean recordROUND TABLE SERVICES, LLC
241 NORTH AVENUE W, WESTFIELD, NJ 07090CRD# 1815711Firm CRD# 111304

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Victor Policastro · WESTFIELD, NJ
Registration
CRD #1815711 · ROUND TABLE SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ROUND TABLE SERVICES, LLC
CRD 111304 · SEC 801-60139
Employees
1
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 →
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04

Frequently Asked Questions

What services does Richard Victor Policastro offer?
Richard Victor Policastro specializes in Investment Management, Fee-Only Advisory. Contact their office in WESTFIELD, New Jersey for a consultation.
What are Richard Victor Policastro's credentials?
Richard Victor Policastro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Victor Policastro located?
Richard Victor Policastro is based in WESTFIELD, New Jersey, working with ROUND TABLE SERVICES, LLC. Their office serves clients in the WESTFIELD metropolitan area and surrounding communities.
How does Richard Victor Policastro charge for services?
Richard Victor Policastro'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
Richard Brian Freeman
WESTFIELD, NJ
Steven Joseph Giacona
WESTFIELD, NJ
Bruce Allen Hyde
WESTFIELD, NJ
Marcia Beth Paltenstein
WESTFIELD, NJ

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