Robert
Annable

Transce3Nd LLC

CRD#4657825
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Robert Annable is a financial advisor based in Scottsdale, Arizona, working with Transce3Nd LLC. Robert has previously held positions at Newbridge Securities Corporation, Center Street Securities, Inc, Center Street Advisors, Inc, Kalos Capital, Kalos Management, Arete Wealth Management, Arete Wealth Advisors, Realta Equities, Inc, Coastal Investment Advisors, Transce3Nd, LLC, and Wealth Strategies Advisory Group. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Florida, Missouri, North Dakota, and Texas. Currently, Robert is part of Transce3Nd LLC, which operates out of Scottsdale, Arizona. The firm has 11 offices and 31 employees. The firm manages assets totaling $313.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transce3Nd LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

17207 N Perimeter Drive #120
Scottsdale, AZ 85255

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Transce3Nd LLC Brokerage Details

Total Assets Under Management

$313,196,458

AZ Average: $3,042,739,679
Total Number of Employees

31

AZ Average: 49
Total Number of Accounts

2,378

AZ Average: 2,315
Average Account Size

$131,706

AZ Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robert Annable Work History

2023 - Present (2 years)

Transce3Nd, LLC

2021 - Present (4 years)

Realta Equities, Inc

2021 - 2021 (< 1 year)

Arete Wealth Management

2021 - 2021 (< 1 year)

Arete Wealth Advisors

2021 - 2023 (2 years)

Coastal Investment Advisors

2021 - 2023 (2 years)

Wealth Strategies Advisory Group

2020 - 2021 (1 year)

Center Street Advisors, Inc

2020 - 2021 (1 year)

Center Street Securities, Inc

2017 - 2020 (3 years)

Kalos Capital

2017 - 2020 (3 years)

Kalos Management

2015 - 2017 (2 years)

Center Street Securities, Inc

2015 - 2017 (2 years)

Center Street Advisors, Inc

2014 - 2015 (1 year)

Newbridge Securities Corporation

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Disclosures

Please visit the SEC profile of Robert Annable to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transce3Nd LLC

Steven Holland
Kyle, TX
Robert Annable
Scottsdale, AZ
Stephen Joseph
Kyle, TX
Joshua Huard
Kyle, TX
Amy Joslin
Scottsdale, AZ
Micah Medellin
Kyle, TX
Arpit Sharma
Kyle, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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