TrueAdvisor
TrueAdvisor
JP
JP

Joseph Michael Pignatano

Transcend Capital Advisors, LLC
13 Years of Experience
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

821 5th Avenue South, Suite 102, Naples, FL, 34102

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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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Employment History
Current Registrations
Transcend Capital Advisors, LLC
February 2025 - Present · 1 yr
Previous Registrations
Charles Schwab & CO., INC.
March 2018 - November 2023 · 5 yrs 8 mos
Charles Schwab & CO., INC.Broker
March 2018 - November 2023 · 5 yrs 8 mos
Morgan Stanley
September 2011 - November 2017 · 6 yrs 2 mos
Morgan StanleyBroker
May 2011 - November 2017 · 6 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.