Robert Clifford Davis

Employer firm

Cerity Partners Retirement Plan Consultants CRD 164198

$40.3B regulatory AUM 105 advisory clients

Reported services (Item 5G)

• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2022 → Present
  Cerity Partners Llc
  New York, NY
• 04/2006 → 11/2022
  Round Table Wealth Management
  Westfield, NJ

Previous Registrations

• 2007-03-23 → 2022-12-06
  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 CV MANAGEMENT GP, LLC - GENERAL PARTNER TO COUNTERVAILING PRIVATE EQUITY FUND, LP; YES; 241 NORTH AVENUE, WESTFIELD, NJ 07090; PRIVATE EQUITY FUND OF FUNDS; GENERAL PARTNER; MANAGER OF DUE DILIGENCE, SELECTION AND MONITORING; 12/2012; 4 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS

Designations

• Chartered Financial Analyst