Stephen Decesare

DECESARE RETIREMENT SPECIALISTS

MARLTON, NJ 08053

Some features on this profile are disabled

CRD#: 2738353

Professional summary

Stephen Decesare, CFP® is a registered financial advisor currently at DECESARE RETIREMENT SPECIALISTS located in Marlton, New Jersey.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Stephen has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. STEPHEN DECESARE; INSURANCE RELATED; 10,000 LINCOLN DR E STE 201 MARLTON, NJ 08053; INDEPENDENT INSURANCE BROKER, 9.2000; 10 HRS/MO; .5 HR/DAY; COMPENSATION THROUGH COMMISSIONED SALES OF INSURANCE POLICIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Decesare'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^®

Certified Financial Planner

Start date: 2007

Experience

Current

January 6, 2003 - Present

DECESARE RETIREMENT SPECIALISTS

Office #1: One Greentree Centre 10,000 Lincoln Drive East, Ste 201, Marlton, NJ 08053Office #2: 1515 Market Street Suite 1700, Philadelphia, PA 19102

RIA

CRD#: 121458

MARLTON, NJ

Past

June 15, 2007 - January 8, 2019

TRIAD ADVISORS LLC

CRD#: 25803

MARLTON, NJ

Past

December 6, 2006 - June 19, 2007

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

October 8, 2004 - December 21, 2007

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

RIA

CRD#: 128716

MT. LAUREL, NJ

Past

March 20, 2000 - December 4, 2006

INVESTMENT ADVISORS & CONSULTANTS, INC.

CRD#: 7996

MT. LAUREL, NJ

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

New Jersey
(1/6/2003)

IAR

Pennsylvania
(4/15/2003)

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: 4/24/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/5/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/17/2000

General Securities Representative Examination

Current Firm

DECESARE RETIREMENT SPECIALISTS

DECESARE RETIREMENT SPECIALISTS | STEVE DECESARE LTD | INDEPENDENCE FINANCIAL GROUP, LLC

CRD#: 121458 / SEC#:

New Jersey

Registered Investment Advisory firm - (1/6/2003 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/15/2003 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

One Greentree Centre 10,000 Lincoln Drive East, Ste 201, Marlton, NJ 08053

Mailing Address

Phone number

(856) 235-3830

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	134
AUM (Assets Under Management)	$ 33,980,502

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.

Similar Advisors

Robert Boland

RBC CAPITAL MARKETS, LLC

IAR

Malvern, PA

Peter Gaertner

ROFFMAN MILLER ASSOCIATES INC

IAR

Philadelphia, PA

David Ducharme

DUCHARME WEALTH ADVISORS, LLC

IAR

Jenkintown, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Stephen Decesare

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Decesare's CRS (Customer Relationship Summary).

Certified licenses

Experience

DECESARE RETIREMENT SPECIALISTS

TRIAD ADVISORS LLC

OSAIC WEALTH, INC.

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

INVESTMENT ADVISORS & CONSULTANTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/24/2002

Series 63

Date: 2/5/2001

SIE

Date: 10/1/2018

Series 7

Date: 3/17/2000

Current Firm

DECESARE RETIREMENT SPECIALISTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DECESARE RETIREMENT SPECIALISTS

TRUST BUT VERIFY

Similar Advisors