Decesare Retirement Specialists

Decesare Retirement Specialists (CRD# 121458) is a financial advisory firm headquartered in Marlton, NJ. They manage $26,172,141 in 138 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
One Greentree Centre, 10,000 Lincoln Drive East, Ste 201, Marlton, NJ 08053
https://www.plannersearch.org/financial-advisor/steve-decesare
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • 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

Financial Advisors at Decesare Retirement Specialists
Showing 1 - 1 of 1 top financial advisors.
1
Stephen DeCesare, CFP®, financial advisor Marlton NJ
Stephen DeCesare, CFP®
CRD#: 2738353
One Greentree Centre, 10,000 Lincoln Drive East, Ste 201, Marlton, NJ 08053

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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