Transcend Capital Advisors, LLC
Transcend Capital Advisors, LLC (CRD# 299723) is a financial advisory firm headquartered in Madison, NJ. They manage $2,857,163,070 in 4,468 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management2,857MILLION
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Total Number of Accounts4,468ACCOUNTS
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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
Robert Bezzone (CRD# 2195927) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 32 years of experience in the finance industry.
Matthew Borriello (CRD# 6213992) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 8 years of experience in the finance industry.
Richard Davis (CRD# 4663854) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Bloomfield Hills, MI and has over 20 years of experience in the finance industry.
Matthew Harbarcuk (CRD# 5732790) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 14 years of experience in the finance industry.
Hoa Le (CRD# 2979168) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 25 years of experience in the finance industry.
Mark Lichtenfeld (CRD# 2762708) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 27 years of experience in the finance industry.
Amy Macisaac (CRD# 2765149) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Short Hills, NJ and has over 25 years of experience in the finance industry.
Maria Millner (CRD# 5692402) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 11 years of experience in the finance industry.
Andrew Moss (CRD# 2503107) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Bloomfield Hills, MI and has over 29 years of experience in the finance industry.
Emily Nikoloudis (CRD# 3223547) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Short Hills, NJ and has over 10 years of experience in the finance industry.