Roundtable Forum, LLC

Roundtable Forum, LLC (CRD# 127899) is a financial advisory firm headquartered in East Hampton, NY. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
81 Newtown Ln, Ste 217, East Hampton, NY 11937
https://www.rtfevents.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NJ

Financial Advisors at Roundtable Forum, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jane Halsey, financial advisor East Hampton NY
Jane A. Halsey
CRD#: 1992282
East Hampton, NY

Jane Halsey (CRD# 1992282) is an Investment Advisor Representative working at Roundtable Forum, LLC in East Hampton, NY and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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