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Steven Philip Saunders

Cerity Partners LLC

New York, NY

Bend, OR

CRD 5953911

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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

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-02-27
OR RA APPROVED 2022-12-06
  • NJ RA
    APPROVED
    Since 2023-02-27
  • OR RA
    APPROVED
    Since 2022-12-06

Branch Locations

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

2843 Nw Lolo Drive Suite 200, Bend, OR 97703 • 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
OrganizationCityStateFromTo
Round Table Wealth Management Westfield NJ 06/2011 11/2022
Cerity Partners Llc New York NY 12/2022 Present
  • 06/2011 → 11/2022
    Round Table Wealth Management
    Westfield, NJ
  • 12/2022 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2011-10-25 → 2022-12-07
    Round Table Wealth Management
    Westfield, NJ
    New York, NY
    Bend, OR
    Bend, OR
    Bend, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-24
  • S65 Uniform Investment Adviser Law Examination
    2011-10-24
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Offices

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