Robert Bezzone
Robert Bezzone is a registered investment advisor at Transcend Capital Advisors, LLC, based in Madison, NJ, with 34 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,065 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Transcend Capital Advisors charges a monthly fee for investment management services based on a percentage of the value of your investments. This fee is negotiable and won't exceed 2.00% annually. The fee is calculated monthly in advance based on the average daily market value of your account from the previous month. The initial month's fee is calculated in arrears. Clients invested in Transcend Private Funds are subject to additional fees outlined in the fund's documents. If Transcend uses independent managers, those managers will charge an additional fee.
Location
7 Giralda Farms, Suite 300, Madison, NJ, 07940
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other 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
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Financial Northeastern Securities, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.