Stephen De Cesare

Current Employers

De Cesare Retirement Specialists

10000 Lincoln Drive East Suite 201, Marlton, NJ 08053 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APP_PEND_IARCE	2026-01-01
PA	RA	APPROVED	2003-04-15

NJ RA
APP_PEND_IARCE

Since 2026-01-01
PA RA
APPROVED

Since 2003-04-15

Branch Locations

One Greentree Centre 10,000 Lincoln Drive East, Ste 201, Marlton, NJ 08053 • United States

1515 Market Street Suite 1200, Philadelphia, PA 19102 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Triad Advisors, Llc	Norcross	GA	06/2007	01/2019
De Cesare Retirement Specialists	Marlton	NJ	04/2008	Present

06/2007 → 01/2019

Triad Advisors, Llc

Norcross, GA
04/2008 → Present

De Cesare Retirement Specialists

Marlton, NJ

Previous Registrations

2004-10-08 → 2007-12-21

Investment Advisors Asset Management, Llc

Mt. Laurel, NJ

Other Businesses

1. STEPHEN DE CESARE; INSURANCE RELATED; 10,000 LINCOLN DR E STE 201 MARLTON, NJ 08053; INDEPENDENT INSURANCE BROKER, 9.2000; 10 HRS/MO; .5 HR/DAY; COMPENSATION THROUGH COMMISSIONED SALES OF INSURANCE POLICIES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-04-24
S63	Uniform Securities Agent State Law Examination	2001-02-05

S65 Uniform Investment Adviser Law Examination

2002-04-24
S63 Uniform Securities Agent State Law Examination

2001-02-05

Designations

Other Names

Stephen Decesare

View on SEC IAPD