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Eric Robert Schwartz

TRANSCEND WEALTH COLLECTIVE, LLC·SHORT HILLS, New Jersey
Unclaimed Profile
51 JFK PARKWAY, SHORT HILLS, NJ 07078CRD# 2273076Firm CRD# 299723
01

About

Eric Robert Schwartz is a registered financial advisor based in SHORT HILLS, New Jersey, affiliated with TRANSCEND WEALTH COLLECTIVE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRANSCEND CAPITAL ADVISORS, LLC
TRANSCEND CAPITAL ADVISORS, LLC
AUM
$2.9B
Regulatory assets under management
Employees
39
Total firm employees
View all advisors at TRANSCEND CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2273076
Firm CRD# 299723
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Robert Schwartz offer?
Eric Robert Schwartz specializes in Financial Planning, Investment Management. Contact their office in SHORT HILLS, New Jersey for a consultation.
What are Eric Robert Schwartz's credentials?
Eric Robert Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Robert Schwartz located?
Eric Robert Schwartz is based in SHORT HILLS, New Jersey, working with TRANSCEND WEALTH COLLECTIVE, LLC. Their office serves clients in the SHORT HILLS metropolitan area and surrounding communities.
How does Eric Robert Schwartz charge for services?
Eric Robert Schwartz'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 WEALTH COLLECTIVE, LLC?
TRANSCEND WEALTH COLLECTIVE, 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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City Guides
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Research
Advisor Fees in New JerseyNational Fee Analysis
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