AdvisorOS Directory
Claim Profile
Unclaimed Profile
JM

John Tyler Mattingly

TRANSCE3ND LLC·KYLE, Texas
SIE, Series 4, Series 7, Series 24, Series 63, Series 99TOClean recordTRANSCE3ND LLC
165 ELMHURST, KYLE, TX 78640CRD# 3102165Firm CRD# 317745

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Tyler Mattingly · KYLE, TX
Registration
CRD #3102165 · TRANSCE3ND LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TRANSCE3ND LLC
CRD 317745 · SEC 801-126674
AUM
$313M
Regulatory assets under management
Employees
31
2,378 client accounts
Services offered by TRANSCE3ND LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRANSCE3ND LLC →
Introduction

Speak with John

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

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

Looking for a financial advisor in KYLE?

Browse all registered financial advisors in KYLE, Texas or claim this profile if it's yours.

Browse KYLE AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does John Tyler Mattingly offer?
John Tyler Mattingly specializes in Financial Planning, Investment Management. Contact their office in KYLE, Texas for a consultation.
What are John Tyler Mattingly's credentials?
John Tyler Mattingly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Tyler Mattingly located?
John Tyler Mattingly is based in KYLE, Texas, working with TRANSCE3ND LLC. Their office serves clients in the KYLE metropolitan area and surrounding communities.
How does John Tyler Mattingly charge for services?
John Tyler Mattingly's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRANSCE3ND LLC?
TRANSCE3ND LLC has approximately 31 employees and manages $313M 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 →

Other Advisors at TRANSCE3ND LLC

John Edward Moriarty
KYLE, TX
ChFC
Joseph Allen Quartucci
KYLE, TX
ChFC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile