Unclaimed Profile

Matthew D Fassnacht

TRANSCEND CAPITAL ADVISORS, LLC·MADISON, New Jersey

Series 7, Series 63, Series 65Clean record3 years registeredTRANSCEND CAPITAL ADVISORS, LLC

7 GIRALDA FARMS, MADISON, NJ 07940CRD# 3126633Firm CRD# 299723

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew D Fassnacht · MADISON, NJ

Registration

CRD #3126633 · TRANSCEND CAPITAL ADVISORS, LLC · 3 years registered

Brand Profile

Not yet started

Career History

TRANSCEND CAPITAL ADVISORS, LLC

Oct 2022 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 11, 2022

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRANSCEND CAPITAL ADVISORS, LLC

CRD 299723 · SEC 801-114435

AUM

$2.9B

Regulatory assets under management

Employees

4,468 client accounts

Services offered by TRANSCEND CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRANSCEND CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew D Fassnacht offer?

Matthew D Fassnacht specializes in Financial Planning, Investment Management. Contact their office in MADISON, New Jersey for a consultation.

What are Matthew D Fassnacht's credentials?

Matthew D Fassnacht is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew D Fassnacht located?

Matthew D Fassnacht is based in MADISON, New Jersey, working with TRANSCEND CAPITAL ADVISORS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Matthew D Fassnacht charge for services?

Matthew D Fassnacht's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRANSCEND CAPITAL ADVISORS, LLC?

TRANSCEND CAPITAL ADVISORS, LLC has approximately 39 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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