Matthew Steven Borriello

CFP

Transcend Capital Advisors, LLC

10 Years of Experience

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

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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.

Employment History

Current Registrations

Transcend Capital Advisors, LLC

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Fidelity Personal and Workplace Advisors

January 2019 - January 2023 · 4 yrs

Fidelity Brokerage Services LLCBroker

September 2015 - January 2023 · 7 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.