Tara Bansal, financial advisor Princeton NJ
96 score

Tara Bansal

CRD Number: 5491146
Current Firm: Private Wealth Management Group

Tara Bansal (CRD# 5491146) is an Investment Advisor Representative working at Private Wealth Management Group in Princeton, NJ and has over 8 years of experience in the finance industry. Tara Bansal 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
Private Wealth Management Group, LLC Princeton, NJ Jul 2015 - Current 1
Kinetic Life Coaching, LLC Pennington, NJ Jan 2010 - Current 6
Glen Eagle Advisors LLC Princeton, NJ Jul 2013 - Jul 2015 2
Main Street Financial Solutions, LLC Pennington, NJ Sep 2007 - Jul 2013 5
Teresa's Cafe Princeton, NJ Jun 2007 - Sep 2007 < 1
Eks Associates, LLC Princeton, NJ Mar 2005 - May 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for Tara C. Bansal
Phone Number: 609-921-7002
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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