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Joseph Allen Quartucci

TRANSCE3ND LLC·KYLE, Texas
SIE, Series 6, Series 7, Series 63, Series 65ChFCClean record19 years registeredTRANSCE3ND LLC
165 ELMHURST, KYLE, TX 78640CRD# 4522516Firm CRD# 317745

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Allen Quartucci · KYLE, TX
Registration
CRD #4522516 · TRANSCE3ND LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

TRANSCE3ND LLC
May 2022 – present
KALOS MANAGEMENT
Jul 2017 – Aug 2022
Kyle, TX
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
Dec 2007 – Jul 2017
KYLE, TX
AMERICAN GENERAL SECURITIES INCORPORATED
Aug 2007 – Dec 2007
SAN MARCOS, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · August 7, 2007
Years registered · 19
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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 →
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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 holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
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.
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Other Advisors at TRANSCE3ND LLC

John Edward Moriarty
KYLE, TX
ChFC
John Tyler Mattingly
KYLE, TX

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Research
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