Tara Bansal has been Chief People Officer of Princeton Global Asset Management since September 2025, is not listed as a control person, but directly owns under 5% of the firm. Tara Bansal holds an MS in Chemical Engineering from Virginia Tech, an MBA from Virginia Tech and a BS from Lafayette College.
Princeton Global Asset Management LLC is a Princeton, NJ firm with $921M under management, 365 clients and 17 advisers in one office, as of its March 2026 filing.
Tara Bansal is Partner & Chief People Officer of Princeton Global. She works with clients on their financial plans and is a certified life coach. She was formerly a Partner at Main Street Financial Solutions.
Tara Bansal’s longest registration was 6 years at Positive Impact Consulting LLC (2017–2023). Before joining Princeton Global Asset Management in 2022, Tara Bansal was registered through Positive Impact Consulting LLC and Private Wealth Management Group.
- – present · 4 yearsPrinceton, NJ · Adviser representative · Firm CRD 146644
- Positive Impact Consulting LLC– · 6 yearsPrinceton, NJ · Adviser representative · Firm CRD 287575
- Private Wealth Management Group– · under a yearPrinceton, NJ · Adviser representative · Firm CRD 166539
- Glen Eagle Advisors, LLC– · 1 yearPrinceton, NJ · Adviser representative · Firm CRD 124504
- Main Street Financial Solutions, LLC– · 5 yearsPennington, NJ · Adviser representative · Firm CRD 146118
Professional designations
Listed by Princeton Global Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Tara Bansal is registered as an investment adviser representative in New Jersey, since April 2022.
- New JerseySince 7 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 March 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Tara Conti Bansal
- CRD
- 5491146
- Firm
- Princeton Global Asset Management · CRD 146644
- Role
- Chief People Officer
- Office
- 17 HULFISH STREET, SUITE 240, Princeton, NJ 08542
- Registration
- Investment adviser registration
- In the industry since
- February 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- princetonglobal.com
Where does Tara Bansal work?
Tara Bansal has been Chief People Officer of Princeton Global Asset Management LLC since September 2025.
Is Tara Bansal a financial advisor?
Yes. Tara Bansal has a current investment-adviser registration in New Jersey, through Princeton Global Asset Management since April 2022.
How many years of experience does Tara Bansal have?
Tara Bansal has 17 years in the financial industry, since February 2009, across 5 adviser firms.
What exams has Tara Bansal passed?
Tara Bansal passed the Series 65 in March 2008.
Where did Tara Bansal work before Princeton Global Asset Management?
Before Princeton Global Asset Management, Tara Bansal was registered through Private Wealth Management Group, October 2015 to August 2016; Glen Eagle Advisors, LLC, July 2013 to July 2015; Main Street Financial Solutions, LLC, March 2008 to July 2013.
Where is Tara Bansal based?
Tara Bansal’s registered office is in Princeton, NJ.
Is Tara Bansal registered with FINRA?
No. Tara Bansal has no current broker registration.
Is Tara Bansal a CFP?
Princeton Global Asset Management lists Tara Bansal with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Tara Bansal’s record?
Search CRD 5491146 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tara Bansal’s full registration record.
