TRANSCEND CAPITAL ADVISORS, LLC

MADISON, New Jersey·10 registered advisors·CRD# 299723
SEC# 801-1144352(973) 370-3203
01

Firm Overview

AUM
$2.9B
Regulatory assets under management
Employees
39
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRANSCEND CAPITAL ADVISORS, LLC

10 registered advisors
Brian James Gorczynski
MADISON, New Jersey
Eric Robert Schwartz
SHORT HILLS, New Jersey
Jacob Grossman
MADISON, New Jersey
James Francis Baka
MADISON, New Jersey
Mark Laing Lichtenfeld
SHORT HILLS, New Jersey
Matthew D Fassnacht
MADISON, New Jersey
Matthew Paul Guenther
MADISON, New Jersey
Robert Joseph Bragoli
MADISON, New Jersey
Robert Paul Brown
MADISON, New Jersey
Vibhaw Kumar Arya
MADISON, New Jersey
05

Office Locations

MADISON, New Jersey
8 advisors
SHORT HILLS, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. TRANSCEND CAPITAL ADVISORS, LLC (CRD# 299723) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.