Marcia Beth Paltenstein

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-02-16

NJ RA
APPROVED

Since 2023-02-16

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

241 North Avenue W Third Floor, Suite 300, Westfield, NJ 07090 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Round Table Services, Llc	Westfield	NJ	09/2003	11/2022
Cerity Partners Llc	New York	NY	12/2022	Present

09/2003 → 11/2022

Round Table Services, Llc

Westfield, NJ
12/2022 → Present

Cerity Partners Llc

New York, NY

Previous Registrations

2008-04-28 → 2022-12-02

Round Table Wealth Management

New York, NY

Westfield, NJ

Other Businesses

Business Name: P Shares LLC; Investment Related: Yes; Business address: Westfield, NJ; Nature of Business: private investments; Start date: 11/2022; Hours: 1; Position/Duties: Financial interest

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-04-25
S63	Uniform Securities Agent State Law Examination	1998-03-24

S65 Uniform Investment Adviser Law Examination

2008-04-25
S63 Uniform Securities Agent State Law Examination

1998-03-24

Designations

Certified Financial Planner

Other Names

Marcia Beth Firestone
Marcia Beth Palenstein

View on SEC IAPD