Russell Babiarz (CRD# 7727759) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transcend Capital Advisors | Madison, NJ | Apr 2023 - Current | 1 |
| Babz LLC | Greenwich, CT | Feb 2019 - Current | 5 |
| University Of Miami | Coral Gables, FL | Aug 2017 - May 2021 | 3 |
| Onevalley | San Mateo, CA | May 2020 - Jul 2020 | < 1 |
| Ymca Camp Tockwogh | Worton, MD | Jun 2017 - Jul 2017 | < 1 |
| Greenwich High School | Greenwich, CT | Aug 2013 - Jun 2017 | 3 |
| Milwaukee Bucks | Milwaukee, WI | Jun 2016 - Jul 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- NJ
-
Total Assets Under Management2,857MILLIONS
-
Total Number of Accounts4,468ACCOUNTS
-
Average Account Value$639,472
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, UT, VA, WI
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