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Amanda Marie Dargie Decesar

TARA WEALTH
Durham, NC
·CRD# 5260376·19 years experience

Professional Summary

Amanda Marie Dargie Decesar, who also goes by Amanda Marie Dargie, is a registered financial advisor currently at TARA WEALTH located in Durham, North Carolina. Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Amanda has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Amanda Marie Dargie

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

19 years in the financial services industry

Current & Past Employments

TARA WEALTH·CRD# 328427
RIA
Durham, NC
October 17, 2023 - Present
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Chapel Hill, NC
February 6, 2019 - February 10, 2023
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Chapel Hill, NC
January 24, 2019 - February 10, 2023
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Boston, MA
December 9, 2011 - July 5, 2018
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Boston, MA
February 14, 2007 - July 5, 2018

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Current Firm

TW
TARA WEALTH

TARA WEALTH | TARA WEALTH LLC

CRD#: 328427
California
Registered Investment Advisory firm - California (10/17/2023 Approved)
North Carolina
Registered Investment Advisory firm - North Carolina (10/31/2023 Approved)
Texas
Registered Investment Advisory firm - Texas (5/20/2026 Conditional Restricted)

Contact Information

Main Address

Durham, NC

Mailing Address

207 W Millbrook Road Suite 210, Raleigh, NC 27609

Phone Number

(860) 883-5856

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

118

AUM (Assets Under Management)

$13,395,135

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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)NAME:AMANDA DECESAR / INV REL:Y / ADDR:1209 FALLING ROCK PLACE, DURHAM, NC 27703 / NATURE:LIFE INSURANCE / POSITION:AGENT / TITLE: INSURANCE AGENT / START: 12/2018 / NO HR/MO:20 / NO HR/MO DUR TRADING:1 / DUTIES: INSURANCE SALES

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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.
IAR
California
(10/17/2023)
IAR
North Carolina
(10/31/2023)
IAR
Texas
(6/3/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2011About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2007About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jul 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2007About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Amanda Marie Dargie Decesar's CRS (Customer Relationship Summary).

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