TRANSCEND CAPITAL ADVISORS, LLC

MADISON, New Jersey·6 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
6
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

6 registered advisors
Eric Robert Schwartz
SHORT HILLS, 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
05

Office Locations

MADISON, New Jersey
4 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.