Dean Joseph Tarta
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
12 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
12 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jun 2026 to now
- Cambridge Investment Research, Inc.Jun 2026 to now
- LPL Financial LLCMar 2025 to Jun 2026
- Ic Advisory Services, Inc.Oct 2024 to Mar 2025
- The Investment Center, Inc.Jun 2024 to Mar 2025
- TD BankApr 2023 to Jul 2024
- Homebridge Financial ServicesMar 2020 to May 2023
- Digital Cinema Inplementation Partners (dcip)Jun 2014 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7949928
- Firm CRD
- 134139