Marina
Ditommaso

Transcend Capital Advisors, LLC

CRD#6506351
Investment Advisor
in Madison, NJ

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About this Advisor

Marina Ditommaso is a financial advisor based in Madison, New Jersey, working with Transcend Capital Advisors, LLC. Marina has previously held positions at Fidelity Brokerage Services LLC, Stuart Associates, Axa, Interstate Drywall Corporation, University Of Massachusetts Amherst, and Fidelity Investments. Marina has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Marina is part of Transcend Capital Advisors, LLC, which operates out of Madison, New Jersey. The firm has 2 offices and 39 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Transcend Capital Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

175 Park Avenue
Madison, NJ 07940

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Transcend Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$2,857,163,070

NJ Average: $10,121,009,343
Total Number of Employees

39

NJ Average: 92
Total Number of Accounts

4,468

NJ Average: 6,978
Average Account Size

$639,472

NJ Average: $1,450,417

Investment Advisory Services

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

Marina Ditommaso Work History

2018 - Present (6 years)

Fidelity Brokerage Services LLC

2017 - 2017 (< 1 year)

Fidelity Investments

2016 - 2016 (< 1 year)

Axa

2016 - 2018 (2 years)

Interstate Drywall Corporation

2015 - 2015 (< 1 year)

Stuart Associates

2014 - 2018 (4 years)

University Of Massachusetts Amherst

Disclosures

Please visit the SEC profile of Marina Ditommaso 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 Transcend Capital Advisors, LLC

Marina Ditommaso
Madison, NJ
Cheryl Andrew
Madison, NJ
Hoa Le
Madison, NJ
Robert Bezzone
Madison, NJ
Russell Babiarz
Madison, NJ
Matthew Harbarcuk
Bloomfield Hills, MI
Bradford Vannelli
Madison, NJ
Matthew Borriello
Madison, NJ

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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