Tara Conti Bansal

Employer firm

Princeton Global Asset Management LLC CRD 146644

$921M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → Present
  Positive Impact Consulting Llc
  Princeton, NJ
• 08/2016 → Present
  Princeton Adult School
  Princeton, NJ
• 01/2020 → Present
  Princeton Global Asset Management, Llc
  Princeton, NJ

Previous Registrations

• 2017-03-23 → 2023-12-12
  Positive Impact Consulting Llc
  Princeton, NJ
• 2015-10-15 → 2016-08-12
  Novi Wealth Partners
  Princeton, NJ
• 2013-07-23 → 2015-07-02
  Glen Eagle Wealth, Llc
  Princeton, NJ
• 2008-03-28 → 2013-07-18
  Main Street Financial Solutions, Llc
  Newtown, PA

Other Businesses

1) Ms. Bansal provides life coaching services. She spends approximately five hours a month on this activity. 2) She also teaches at Princeton Adult School every fall and spring. These sessions typically involve five weekly one hour sessions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-27

Designations

• Certified Financial Planner

Other Names

• Tara Anne Conti
• Tara Conti Gardner