Tara E. Stewart

LUMBERTON, NJ

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CRD#: 5208334

Professional summary

Tara Elizabeth Stewart, who also goes by Tara Elizabeth Stewart, Tara Elizabeth Stewart Becker, Tara E Stewart-becker, Tara Elizabeth Stewart-becker, was a registered financial advisor .

Tara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Tara had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tara Elizabeth Stewart | Tara Elizabeth Stewart Becker | Tara E Stewart-Becker | Tara Elizabeth Stewart-Becker

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.

Name of other business: Tara E. Stewart, non-investment related, Location: home office address, Property & Casualty insurance, Independent P&C Insurance Agent/Broker, Start date 04/24/2023, 3 to 5 hours per month. Name of other business: CG Moneta Consulting, non-investment related, Location: home office address, Medical Billing Services, Independent Consultant/Referrals, Start date 12/2023, 3 to 5 hours per month. Name of other business: The Spaventa Group, LLC, Investment related, 3275 Veterans Memorial Highway, Suite B9, Ronkonkoma, NY 11779, Nature of business: Venture Capital, Position: Advisor/Consultant, Start date: 04/2024, 10 to 12hours per month.

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®

None

Experience

Current

October 21, 2025 - Present

LUMBERTON, NJ

Past

May 3, 2024 - November 4, 2024

TSG ALPHA PARTNERS, LLC

RIA

CRD#: 319493

Jersey City, NJ

Past

August 10, 2023 - March 12, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

MANASQUAN, NJ

Past

August 10, 2023 - March 12, 2024

CETERA WEALTH SERVICES, LLC

CRD#: 13572

Manasquan, NJ

Past

December 20, 2022 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

Manasquan, NJ

Past

December 20, 2022 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

Manasquan, NJ

Past

July 28, 2022 - December 9, 2022

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

EDISON, NJ

Past

June 21, 2022 - December 9, 2022

NYLIFE SECURITIES LLC

CRD#: 5167

EDISON, NJ

Past

January 8, 2019 - May 23, 2022

MORGAN STANLEY

RIA

CRD#: 149777

Mount Laurel, NJ

Past

January 8, 2019 - May 23, 2022

MORGAN STANLEY

CRD#: 149777

Mount Laurel, NJ

Past

July 25, 2016 - December 11, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

PRINCETON, NJ

Past

July 21, 2016 - December 11, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

PRINCETON, NJ

Past

November 6, 2015 - July 15, 2016

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

CONSHOHOCKEN, PA

Past

June 5, 2015 - July 15, 2016

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

October 23, 2012 - June 2, 2015

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

MARLTON, NJ

Past

September 19, 2006 - June 2, 2015

PRUCO SECURITIES, LLC.

CRD#: 5685

MARLTON, 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
(10/21/2025)

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: 9/22/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/21/2008

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: 12/21/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/15/2006

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 6/23/2008

Investment Company Products/Variable Contracts Principal Examination

Current firm

No current employment

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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Tara E. Stewart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

MORGAN STANLEY

MORGAN STANLEY

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/22/2012

Series 63

Date: 3/21/2008

SIE

Date: 10/1/2018

Series 7

Date: 12/21/2015

Series 6

Date: 9/15/2006

Series 26

Date: 6/23/2008

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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