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).

Current Firm Details

175 Park Avenue, Madison, NJ 07940

https://www.linkedin.com/company/transcend-capital-advisors/

By the Numbers

Total Assets Under Management

2,857

MILLION
Total Number of Accounts

4,468

ACCOUNTS
Average Account Value

$639,472

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, UT, VA, WI

Financial Advisors at Transcend Capital Advisors, LLC

Showing 11 - 17 of 17 top financial advisors.

Mike S. Saul

CRD#: 2639925

51 Jfk Parkway, Suite 110, Short Hills, NJ 07078

Mike Saul (CRD# 2639925) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Short Hills, NJ and has over 28 years of experience in the finance industry.

Eric R. Schwartz

CRD#: 2273076

Naples, FL

Eric Schwartz (CRD# 2273076) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Naples, FL and has over 30 years of experience in the finance industry.

Richard Spinner

CRD#: 1465308