Claim Profile
Unclaimed Profile
MG

Matthew Paul Guenther

TRANSCEND CAPITAL ADVISORS, LLC·MADISON, New Jersey
SIE, Series 63, Series 79TOClean recordTRANSCEND CAPITAL ADVISORS, LLC
175 PARK AVENUE, MADISON, NJ 07940CRD# 1869117Firm CRD# 299723

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Paul Guenther · MADISON, NJ
Registration
CRD #1869117 · TRANSCEND CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 63
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TRANSCEND CAPITAL ADVISORS, LLC
CRD 299723 · SEC 801-114435
AUM
$2.9B
Regulatory assets under management
Employees
39
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
Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MADISON?

Browse all registered financial advisors in MADISON, New Jersey or claim this profile if it's yours.

04

Frequently Asked Questions

What services does Matthew Paul Guenther offer?
Matthew Paul Guenther specializes in Financial Planning, Investment Management. Contact their office in MADISON, New Jersey for a consultation.
What are Matthew Paul Guenther's credentials?
Matthew Paul Guenther is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Paul Guenther located?
Matthew Paul Guenther 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 Paul Guenther charge for services?
Matthew Paul Guenther'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →