Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Russell is the founder of Babz LLC and has been developing a social networking mobile app since 2019. He spends minimal time on this activity, and it is not investment-related.

Employment History
Current Registrations
Transcend Capital Advisors, LLC
June 2023 - Present · 2 yrs 8 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Russell Babiarz - Financial Advisor | TrueAdvisor