TrueAdvisor
TrueAdvisor
RB
RB

Robert Anthony Bezzone

Transcend Capital Advisors, LLC
34 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Transcend Capital Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,065 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

7 Giralda Farms, Suite 300, Madison, NJ, 07940

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is an advisor and partner at Transcend Wealth Collective since 2021, dedicating full-time hours. He also works as an agent selling fixed/traditional insurance products, spending a few hours per week. Additionally, Robert is a committee member for Sisters of Christian Charity and a board member for St. Paul - Inside The Walls, dedicating minimal time to each.

Employment History
Current Registrations
Transcend Capital Advisors, LLC
March 2021 - Present · 4 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2013 - March 2021 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2013 - March 2021 · 7 yrs 7 mos
Wells Fargo Advisors, LLC
January 2005 - August 2013 · 8 yrs 7 mos
Wells Fargo Advisors, LLCBroker
January 2005 - August 2013 · 8 yrs 7 mos
Citigroup Global Markets INC.
October 2002 - January 2005 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
February 1994 - January 2005 · 10 yrs 11 mos
Prudential Securities IncorporatedBroker
December 1992 - February 1994 · 1 yr 2 mos
Financial Northeastern Securities, INC.Broker
November 1991 - January 1993 · 1 yr 2 mos
State Registrations7 states
CTILNHNJNYPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.