AdvisorOS Directory
Claim Profile
JQ

Joseph Allen Quartucci

TRANSCE3ND LLC·KYLE, Texas
Unclaimed Profile
165 ELMHURST, KYLE, TX 78640CRD# 4522516Firm CRD# 317745
01

About

Joseph Allen Quartucci is a registered financial advisor based in KYLE, Texas, affiliated with TRANSCE3ND 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
TRANSCE3ND LLC
TRANSCE3ND LLC
AUM
$313M
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at TRANSCE3ND LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4522516
Firm CRD# 317745
No disclosures on file
View on FINRA BrokerCheck →

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joseph Allen Quartucci offer?
Joseph Allen Quartucci specializes in Financial Planning, Investment Management. Contact their office in KYLE, Texas for a consultation.
What are Joseph Allen Quartucci's credentials?
Joseph Allen Quartucci is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Allen Quartucci located?
Joseph Allen Quartucci is based in KYLE, Texas, working with TRANSCE3ND LLC. Their office serves clients in the KYLE metropolitan area and surrounding communities.
How does Joseph Allen Quartucci charge for services?
Joseph Allen Quartucci'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 in KYLE
John Edward Moriarty — TRANSCE3ND LLCDiana L Wilkerson — TRANSCE3ND LLCJohn Tyler Mattingly — TRANSCE3ND LLCBruce Alan Wheadon — TRANSCE3ND LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile