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TS

Tara E. Stewart

TGF ASSETS
LUMBERTON, NJ
Some features on this profile are disabled
CRD#: 5208334
TS

Professional summary

Tara Elizabeth Stewart, who also goes by Tara Elizabeth Stewart, Tara Elizabeth Stewart Becker, Tara E Stewart-becker, Tara Elizabeth Stewart-becker, is a registered financial advisor currently at TGF ASSETS located in Lumberton, New Jersey.

Tara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Tara has 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tara Elizabeth Stewart'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®
None

Experience

Current

October 21, 2025 - Present

TGF ASSETS

RIA
CRD#: 332490
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

BD
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.

BD
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

BD
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

BD
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

BD
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

BD
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.

BD
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/22/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/21/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/21/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/15/2006
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 6/23/2008
Investment Company Products/Variable Contracts Principal Examination

Current Firm

TA
TGF ASSETS
TGF ASSETS | TGF ASSETS LLC

CRD#: 332490 / SEC#:

New Jersey
Registered Investment Advisory firm - (10/21/2025 Approved)
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Contact information

Main Address
Lumberton, NJ
Mailing Address
Phone number
(609) 760-9943
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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

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Company Information

TGF ASSETS

CRD#: 332490Lumberton, NJ

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