Unclaimed Profile

Robert Clifford Davis

ROUND TABLE SERVICES, LLC·WESTFIELD, New Jersey

Series 7Clean record19 years registeredROUND TABLE SERVICES, LLC

241 NORTH AVENUE W, WESTFIELD, NJ 07090CRD# 2697033Firm CRD# 111304

Profile Verification

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

Identity

Robert Clifford Davis · WESTFIELD, NJ

Registration

CRD #2697033 · ROUND TABLE SERVICES, LLC · 19 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

Jun 2023 – present

CERITY PARTNERS LLC

Dec 2022 – present

ROUND TABLE WEALTH MANAGEMENT

Mar 2007 – Dec 2022

WESTFIELD, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · March 23, 2007

Years registered · 19

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 Robert Clifford Davis offer?

Robert Clifford Davis specializes in Investment Management, Fee-Only Advisory. Contact their office in WESTFIELD, New Jersey for a consultation.

What are Robert Clifford Davis's credentials?

Robert Clifford Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Clifford Davis located?

Robert Clifford Davis 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 Robert Clifford Davis charge for services?

Robert Clifford Davis'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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