Round Table Wealth Management

Round Table Wealth Management (CRD# 111304) is a financial advisory firm headquartered in Westfield, NJ. They manage $948,278,400 in 851 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    948
    MILLION
  • Total Number of Accounts
    851
    ACCOUNTS
  • Average Account Value
    $1,114,311
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)
  • Publication of periodicals or newsletters
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, MD, MI, NJ, NY, OR, PA, SD, TN, TX, VA, WA

Financial Advisors at Round Table Wealth Management
Showing 1 - 10 of 14 top financial advisors.
1
Mariella P. Foley
CRD#: 2909581
241 North Avenue W, Suite 300, 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 20 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 33 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
241 North Avenue W, Suite 300, 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 32 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
241 North Avenue W, Suite 300, 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 21 years of experience in the finance industry.

5
Bruce A. Hyde
CRD#: 6096795
241 North Avenue W, Suite 300, 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 13 years of experience in the finance industry.

6
Marcia B. Paltenstein
CRD#: 2997354
241 North Avenue W, Suite 300, 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 20 years of experience in the finance industry.

7
Steven P. Saunders
CRD#: 5953911
241 North Avenue W, Suite 300, Westfield, NJ 07090
93
Wealthminder
score

Steven Saunders (CRD# 5953911) is an Investment Advisor Representative working at Round Table Wealth Management in Westfield, NJ and has over 6 years of experience in the finance industry.

8
Robert C. Davis
CRD#: 2697033
241 North Avenue W, Suite 300, 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
241 North Avenue W, Suite 300, 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
Taylor J. Thomas
CRD#: 5092831
241 North Avenue W, Suite 300, Westfield, NJ 07090
90
Wealthminder
score

Taylor Thomas (CRD# 5092831) is an Investment Advisor Representative working at Round Table Wealth Management in Westfield, NJ and has 1 year of experience in the finance industry. Taylor Thomas 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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.