Unclaimed Profile

Steven Joseph Giacona

ROUND TABLE SERVICES, LLC·WESTFIELD, New Jersey

Series 6, Series 63Clean record24 years registeredROUND TABLE SERVICES, LLC

241 NORTH AVENUE W, WESTFIELD, NJ 07090CRD# 2746009Firm CRD# 111304

Profile Verification

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

Identity

Steven Joseph Giacona · WESTFIELD, NJ

Registration

CRD #2746009 · ROUND TABLE SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Dec 2022 – present

ROUND TABLE WEALTH MANAGEMENT

Jul 2002 – Dec 2022

WESTFIELD, NJ

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · July 25, 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 Steven Joseph Giacona offer?

Steven Joseph Giacona specializes in Investment Management, Fee-Only Advisory. Contact their office in WESTFIELD, New Jersey for a consultation.

What are Steven Joseph Giacona's credentials?

Steven Joseph Giacona is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Joseph Giacona located?

Steven Joseph Giacona 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 Steven Joseph Giacona charge for services?

Steven Joseph Giacona'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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