ROUND TABLE SERVICES, LLC

ROUND TABLE WEALTH MANAGEMENT

NEW YORK, New York·7 registered advisors·CRD# 111304

SEC# 801-601390212-850-4260

01

Firm Overview

AUM

—

Regulatory assets under management

Employees

1

Total firm employees

Advisors

7

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at ROUND TABLE SERVICES, LLC

7 registered advisors

Bruce Allen Hyde

WESTFIELD, New Jersey

Marcia Beth Paltenstein

WESTFIELD, New Jersey

Mariella P Foley

WESTFIELD, New Jersey

Richard Brian Freeman

WESTFIELD, New Jersey

Richard Victor Policastro

WESTFIELD, New Jersey

Robert Clifford Davis

WESTFIELD, New Jersey

Steven Joseph Giacona

WESTFIELD, New Jersey

05

Office Locations

WESTFIELD, New Jersey

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Data sourced from SEC Form ADV filings. ROUND TABLE SERVICES, LLC (CRD# 111304) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.