DE CESARE RETIREMENT SPECIALISTS

DE CESARE RETIREMENT SPECIALISTS of MARLTON, NJ is an SEC-registered investment adviser (CRD 121458). Regulatory assets under management: $38.1M.

Registration

• CRD: 121458
• Type: Registered investment adviser
• Location: 10000 LINCOLN DRIVE EAST, MARLTON, NJ, 08053
• Phone: 856-235-3830
• Latest filing: 2026-03-16
• Regulatory AUM: $38.1M
• Discretionary AUM: $36.8M
• Non-discretionary AUM: $1.3M
• Clients: 1
• Accounts: 136

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121458 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search