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Steve + DeCesare - Financial Advisor in Philadelphia, PA

Paladin Research Report For:

Steve DeCesare

DeCesare Retirement Specialists

1515 Market Street
Suite 1200
Philadelphia, PA 19102
856-235-3830

General Information

Firm Start Year
  • 2002
No.of Employees
  • 1
CRD#
  • 2738353
Firm CRD#
  • 121458
Insurance License#
  • 422577
Name of Custodial Firm
  • Charles Schwab & Co, Inc.
States Licensed in
  • PA, NJ
Years of Experience in Financial Services
  • 19
Number of Years with Current Firm
  • 17
Advisory Services Provided
  • Retirement Planning, Financial Planning for Individuals

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 63, Series 65
Insurance and Annuity Licenses
  • Life, Annuity, Variable Life, Disability, Variable Annuity, Long Term Care
Financial Organization Memberships
  • Financial Services Institute, Financial Planning Association (FPA)

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $100,000
Compensation Methods
  • Flat Fee, Commissions, Hourly, Based on Assets
Fee % Based on Assets
  • 1%
Hourly Rate
  • $350

Education

Bachelor of Science in Business Administration - Finance
  • LaSalle University
    1994 - 1998

BASIC INFORMATION NEEDED FOR THE INQUIRY