Transce3nd LLC

Transce3nd LLC (CRD# 317745) is a financial advisory firm headquartered in Kyle, TX. They manage $313,196,458 in 2,378 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
165 Elmhurst, Suite B, Kyle, TX 78640
https://transcendim.com/
By the Numbers
  • Total Assets Under Management
    313
    MILLION
  • Total Number of Accounts
    2,378
    ACCOUNTS
  • Average Account Value
    $131,706
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, IL, KS, MN, MO, NC, ND, NE, NV, NY, TN, TX, VA, VT, WA

Financial Advisors at Transce3nd LLC
Showing 11 - 20 of 29 top financial advisors.
11
Larry Lyons, financial advisor Cumming GA
Larry K. Lyons
CRD#: 2856522
Cumming, GA

Larry Lyons (CRD# 2856522) is an Investment Advisor Representative working at Transce3nd LLC in Cumming, GA and has over 26 years of experience in the finance industry.

12
John Moriarty, financial advisor Kyle TX
John E. Moriarty
CRD#: 2720704
165 Elmhurst, Suite B, Kyle, TX 78640

John Moriarty (CRD# 2720704) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 27 years of experience in the finance industry.

13
Joseph Quartucci, financial advisor Kyle TX
Joseph A. Quartucci
CRD#: 4522516
165 Elmhurst, Suite B, Kyle, TX 78640

Joseph Quartucci (CRD# 4522516) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 21 years of experience in the finance industry.

14
Kyle Robarge, financial advisor Kyle TX
Kyle J. Robarge
CRD#: 6608423
165 Elmhurst, Suite B, Kyle, TX 78640

Kyle Robarge (CRD# 6608423) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 8 years of experience in the finance industry.

15
Daniel Roemerman, financial advisor Kyle TX
Daniel J. Roemerman
CRD#: 5300140
165 Elmhurst, Suite B, Kyle, TX 78640

Daniel Roemerman (CRD# 5300140) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 15 years of experience in the finance industry.

16
Robert Schilly, financial advisor Kirkwood MO
Robert F. Schilly
CRD#: 4725968
906 S. Kirkwood Road, Kirkwood, MO 63019

Robert Schilly (CRD# 4725968) is an Investment Advisor Representative working at Transce3nd LLC in Kirkwood, MO and has over 18 years of experience in the finance industry.

17
Mark Schreiber, financial advisor Kyle TX
Mark C. Schreiber
CRD#: 2788289
165 Elmhurst, Suite B, Kyle, TX 78640

Mark Schreiber (CRD# 2788289) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 27 years of experience in the finance industry.

18
Keith Stinebaker, financial advisor Kyle TX
Keith B. Stinebaker
CRD#: 5472713
165 Elmhurst, Suite B, Kyle, TX 78640

Keith Stinebaker (CRD# 5472713) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 16 years of experience in the finance industry.

19
Jennifer Taylor, financial advisor Kyle TX
Jennifer K. Taylor
CRD#: 5886419
165 Elmhurst, Suite B, Kyle, TX 78640

Jennifer Taylor (CRD# 5886419) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 13 years of experience in the finance industry.

20
Chad Benoit, financial advisor Kyle TX
Chad Benoit
CRD#: 5822219
165 Elmhurst, Suite B, Kyle, TX 78640

Chad Benoit (CRD# 5822219) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 13 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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