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Ronald Martin Saul II

Ronald M. Saul

COLLECTIVE WEALTH PARTNERS
Abington, PA
Some features on this profile are disabled
CRD#: 5586347
Ronald Martin Saul II

Professional summary

Ronald Martin Saul II, CFP®, who also goes by Ronald Martin Saul, is a registered financial advisor currently at COLLECTIVE WEALTH PARTNERS, LLC located in Abington, Pennsylvania.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ronald has worked at 6 firms and has passed the Series 65, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ronald Martin Saul

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Martin Saul II's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

April 26, 2023 - Present

COLLECTIVE WEALTH PARTNERS, LLC

RIA
CRD#: 317519
Abington, PA
Past

September 8, 2021 - May 2, 2023

OMARIS FINANCIAL, LLC

RIA
CRD#: 315577
CONSHOHOCKEN, PA
Past

July 19, 2016 - September 29, 2020

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
MALVERN, PA
Past

September 20, 2011 - September 29, 2020

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA
Past

January 29, 2010 - August 19, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BALA CYNWYD, PA
Past

November 3, 2008 - October 9, 2009

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
BALA CYNWYD, PA
Past

October 17, 2008 - October 9, 2009

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
BALA CYNWYD, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
COLLECTIVE WEALTH PARTNERS, LLC
ALTRUIST WEALTH PARTNERS, LLC | COLLECTIVE WEALTH PARTNERS, LLC

CRD#: 317519 / SEC#: 801-123714

RIA
Registered Investment Advisory firm - (4/14/2022 Approved)
Georgia
Registered Investment Advisory firm - (4/26/2022 Terminated)
Texas
Registered Investment Advisory firm - (4/18/2022 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(4/27/2023)
IAR
Pennsylvania
(4/26/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/29/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/1/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/22/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/16/2008
General Securities Representative Examination

Current Firm

CW
COLLECTIVE WEALTH PARTNERS, LLC
ALTRUIST WEALTH PARTNERS, LLC | COLLECTIVE WEALTH PARTNERS, LLC

CRD#: 317519 / SEC#: 801-123714

RIA
Registered Investment Advisory firm - (4/14/2022 Approved)
Georgia
Registered Investment Advisory firm - (4/26/2022 Terminated)
Texas
Registered Investment Advisory firm - (4/18/2022 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1100 Peachtree Street Ne Suite 250, Atlanta, GA 30309
Mailing Address
1100 Peachtree Street Ne Suite 250, Altanta, GA 30309
Phone number
(404) 633-9952
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COLLECTIVE WEALTH PARTNERS DISCLOSURE BROCHURE (5/19/2025)

Regulatory assets under management

Total Number of Accounts409
AUM (Assets Under Management)$ 42,493,998

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

COLLECTIVE WEALTH PARTNERS, LLC

CRD#: 317519Abington, PA

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