Round Table Wealth Management

Round Table Wealth Management (CRD# 111304) is a financial advisory firm headquartered in Westfield, NJ. They manage $889,308,478 in 1,143 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    889
    MILLION
  • Total Number of Accounts
    1,143
    ACCOUNTS
  • Average Account Value
    $778,048
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, IL, IN, MA, MD, MI, NJ, NY, OR, PA, SD, TN, TX, VA, WA

Financial Advisors at Round Table Wealth Management
Showing 1 - 10 of 15 top financial advisors.
1
Mariella P. Foley
CRD#: 2909581
319 Lenox Ave., Westfield, NJ 07090
96
Wealthminder
score

Mariella Foley (CRD# 2909581) is an Investment Advisor Representative working at Round Table Wealth Management in Westfield, NJ and has over 19 years of experience in the finance industry. Mariella Foley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard B. Freeman
CRD#: 1293769
274 Riverside Avenue, 2nd Floor, Westport, CT 06880
96
Wealthminder
score

Richard Freeman (CRD# 1293769) is an Investment Advisor Representative working at Round Table Wealth Management in Westport, CT and has over 31 years of experience in the finance industry. Richard Freeman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Francis A. Hayes
CRD#: 1425202
319 Lenox Ave., Westfield, NJ 07090
96
Wealthminder
score

Francis Hayes (CRD# 1425202) is an Investment Advisor Representative working at Round Table Wealth Management in Westfield, NJ and has over 30 years of experience in the finance industry. Francis Hayes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Steven J. Giacona
CRD#: 2746009
319 Lenox Avenue, Westfield, NJ 07090
93
Wealthminder
score

Steven Giacona (CRD# 2746009) is an Investment Advisor Representative working at Round Table Wealth Management in Westfield, NJ and has over 20 years of experience in the finance industry.

5
Bruce A. Hyde
CRD#: 6096795
319 Lenox Avenue, Westfield, NJ 07090
93
Wealthminder
score

Bruce Hyde (CRD# 6096795) is an Investment Advisor Representative working at Round Table Wealth Management in Westfield, NJ and has over 12 years of experience in the finance industry.

6
Marcia B. Paltenstein
CRD#: 2997354
319 Lenox Ave., Westfield, NJ 07090
93
Wealthminder
score

Marcia Paltenstein (CRD# 2997354) is an Investment Advisor Representative working at Round Table Wealth Management in Westfield, NJ and has over 18 years of experience in the finance industry.

7
Philip A. Roberts
CRD#: 2742658
319 Lenox Ave., Westfield, NJ 07090
93
Wealthminder
score

Philip Roberts (CRD# 2742658) is an Investment Advisor Representative working at Round Table Wealth Management in Westfield, NJ and has over 20 years of experience in the finance industry.

8
Robert C. Davis
CRD#: 2697033
319 Lenox Ave., Westfield, NJ 07090
90
Wealthminder
score

Robert Davis (CRD# 2697033) is an Investment Advisor Representative working at Round Table Wealth Management in Westfield, NJ and has 1 year of experience in the finance industry.

9
Michael Fischer
CRD#: 6599278
319 Lenox Ave., Westfield, NJ 07090
90
Wealthminder
score

Michael Fischer (CRD# 6599278) is an Investment Advisor Representative working at Round Table Wealth Management in Westfield, NJ and has 1 year of experience in the finance industry. Michael Fischer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Steven P. Saunders
CRD#: 5953911
319 Lenox Avenue, Westfield, NJ 07090
90
Wealthminder
score

Steven Saunders (CRD# 5953911) is an Investment Advisor Representative working at Round Table Wealth Management in Westfield, NJ and has over 5 years of experience in the finance industry.

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