Ronald M. Saul

OMARIS FINANCIAL

ABINGTON, PA

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CRD#: 5586347

Professional summary

Ronald Martin Saul II, CFP®, who also goes by Ronald Martin Saul, Ron Saul, is a registered financial advisor currently at OMARIS FINANCIAL, 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 7 firms and has passed the Series 65, Series 66, Series 7TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Ronald Martin Saul | Ron 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.

Omaris Financial LLC- Financial Education and Literacy- Owner- Not investment related. Start date 4-1-2023 Number of hours per month 45- Hours devoted during trading hours 2- Duties to include creating content, hosting webinars and one on one coaching. Address 200 Barrharbor Dr Conshohocken PA 19428 Speaker and Author under Omaris Financial LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Martin Saul II's 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^®

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

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

Pennsylvania
(7/2/2026)

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

OMARIS FINANCIAL, LLC

CRD#: 342792 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (7/2/2026 Approved)

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Contact information

Main Address

Abington, PA

Mailing Address

1521 Locust St 4th Floor, Suite 1010, Philadelphia, PA 19102

Phone number

(267) 388-0937

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

COLLECTIVE WEALTH PARTNERS, LLC

OMARIS FINANCIAL, LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

MML INVESTORS SERVICES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, 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

OMARIS FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

OMARIS FINANCIAL, LLC

TRUST BUT VERIFY

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