Ronald M. Saul

CRD#: 5586347

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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ronald Martin Saul II, CFP®, who also goes by Ronald Martin Saul, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 2008. Ronald had 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"?

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 26, 2023 - May 28, 2026

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

CRD#: 7452

MALVERN, PA

Past

January 29, 2010 - August 19, 2011

MML INVESTORS SERVICES, LLC

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

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/29/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/1/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/22/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/16/2008

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (15 States and Territories)

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 Accounts	409
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.

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Advisor Monitoring

Firm Stability Insights

Ronald M. Saul

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

OMARIS FINANCIAL, LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

MML INVESTORS SERVICES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

COLLECTIVE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/29/2016

Series 66

Date: 11/1/2008

Series 7TO

Date: 12/22/2022

SIE

Date: 10/1/2018

Series 7

Date: 10/16/2008

Current Firm

COLLECTIVE WEALTH PARTNERS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLLECTIVE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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