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DE CESARE RETIREMENT SPECIALISTS
STEVE DECESARE LTD
CRD 121458
10000 LINCOLN DRIVE EAST, SUITE 201, MARLTON, NJ, 08053, United States
Phone
856-235-3830
Fax
856-235-5871
Registration
— (—)
Source
State registered
Total AUM
$38.1M
Discretionary AUM
$36.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $7.9M |
| High net worth individuals | 12 | $30.3M |
All web addresses on file
- https://www.plannersearch.org/financial-advisor/steve-decesare
- https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/678df60f-c9ec-4964-8c9a-b002c7950cb1
- https://fivestarprofessional.com/Spotlights/150203
- HTTPS://WWW.LINKEDIN.COM/COMPANY/DECESARE-RETIREMENT-SPECIALISTS/
- HTTPS://WWW.DECESARERETIREMENT.COM
- https://www.linkedin.com/in/stevedecesare
Official SEC filing: View on IAPD