Ronald M. Saul
Professional summary
Ronald Martin Saul II, CFP®, who also goes by Ronald Martin Saul, Ron Saul, was a registered financial advisor .
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ronald had worked at 7 firms and has passed the Series 65, Series 66, Series 7TO, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2019
Experience
July 2, 2026 - Present
April 26, 2023 - May 28, 2026
COLLECTIVE WEALTH PARTNERS, LLC
September 8, 2021 - May 2, 2023
OMARIS FINANCIAL, LLC
July 19, 2016 - September 29, 2020
VANGUARD ADVISERS, INC.
September 20, 2011 - September 29, 2020
VANGUARD MARKETING CORPORATION
January 29, 2010 - August 19, 2011
MML INVESTORS SERVICES, LLC
November 3, 2008 - October 9, 2009
EQUITABLE ADVISORS, LLC
October 17, 2008 - October 9, 2009
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/2/2026)
Exams
Series 7TO
Date: 12/22/2022
General Securities Representative ExaminationCurrent firm
No current employment
Red Flags
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