Stephen DeCesare, CFP®, financial advisor Marlton NJ

Stephen DeCesare, CFP®

CRD Number: 2738353
Current Firm: Decesare Retirement Specialists
Compensation Model: Both

Stephen DeCesare, CFP® (CRD# 2738353) is an Investment Advisor Representative working at Decesare Retirement Specialists in Marlton, NJ and has over 16 years of experience in the finance industry. Stephen DeCesare has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Decesare Retirement Specialists Marlton, NJ Apr 2008 - Current 15
Triad Advisors, LLC Norcross, GA Jun 2007 - Jan 2019 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S65 NASAA Investment Advisors Law Examination Apr 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Stephen DeCesare, CFP®
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $189,653
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA

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