Round Table Services LLC
Legal Name: ROUND TABLE SERVICES, LLC
Full Contact Details
Other Info
Round Table Services LLC is legally known as ROUND TABLE SERVICES, LLC. It is a DE Limited Liability Company. This firm has 19 employees, of which 16 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 2, 2001.
Round Table Wealth Management | Cerity Partners
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Direct Owners
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BRUCE ALLEN HYDE
PARTNER, CHIEF COMPLIANCE OFFICER, WEALTH ADVISOR owns more than 10% but less than 25%
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ROBERT CLIFFORD DAVIS
CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%
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STEVEN JOSEPH GIACONA
MANAGING MEMBER owns more than 50% but less than 75%
Custodians
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JP MORGAN CHASE N.A
United States
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Top Holdings
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