Transcend Capital Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

299723

SEC number

801-114435

Firm type

RIA

Assets under management

$2.9B as of Mar 31, 2026

Website

www.linkedin.com/company/transcend-capital-advisors ↗

Phone

(973) 370-3203

Address

7 Giralda Farms, Madison, NJ, 07940

Advisors at this firm

18 in our index · page 1 of 1

• Daniel Richard BeaudetteCRD 5514020 · Naples, FL
  IA RegisteredRegistration inactive
• Robert Anthony BezzoneCRD 2195927 · Madison, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew Steven BorrielloCRD 6213992 · Madison, NJ
  IA RegisteredRegistration inactive
• Russell BabiarzCRD 7727759 · Madison, NJ
  IA Registered
• Paul Albert Edling CummingsCRD 4509724 · Madison, NJ
  IA Registered
• Richard Ivan DavisCRD 4663854 · Bloomfield Hills, MI
  IA RegisteredRegistration inactive
• Marina Laurie DitommasoCRD 6506351 · Franklin Lakes, NJ
  IA RegisteredBroker
• Matthew D FassnachtCRD 3126633 · Naples, FL
  IA Registered
• Jonathan Holden HarrisCRD 1957460 · Middletown, RI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Hoa Thi LeCRD 2979168 · Madison, NJ
  IA RegisteredBroker
• Mark Laing LichtenfeldCRD 2762708 · Naples, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Maria MillnerCRD 5692402 · Madison, NJ
  IA RegisteredBroker
• Geri Ann MiraCRD 1691590 · Bloomfield Hills, MI
  IA RegisteredBroker
• Emily NikoloudisCRD 3223547 · Sarasota, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph Michael PignatanoCRD 5891027 · Naples, FL
  IA RegisteredRegistration inactive
• Eric Robert SchwartzCRD 2273076 · Naples, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Richard Joseph SwiftCRD 2850626 · Madison, NJ
  IA Registered
• Bradford Stephen VannelliCRD 4051581 · Bloomfield Hills, MI
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.