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Robert Clifford Davis

ROUND TABLE SERVICES, LLC·WESTFIELD, New Jersey
Unclaimed Profile
241 NORTH AVENUE W, WESTFIELD, NJ 07090CRD# 2697033Firm CRD# 111304
01

About

Robert Clifford Davis is a registered financial advisor based in WESTFIELD, New Jersey, affiliated with ROUND TABLE SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ROUND TABLE SERVICES, LLC
ROUND TABLE WEALTH MANAGEMENT
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ROUND TABLE SERVICES, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2697033
Firm CRD# 111304
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in WESTFIELD
Steven Joseph Giacona — ROUND TABLE SERVICES, LLCBrian James Power — GATEWAY ADVISORY, LLCJay Harold Flamme — GATEWAY ADVISORY, LLCPaul A De Rosa — GATEWAY ADVISORY, LLCLori Ann Weston — SL ADVISORS, LLC
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Research
Advisor Fees in New JerseyNational Fee Analysis
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