Mike
Saul

Transcend Capital Advisors, LLC

CRD#2639925
Investment Advisor
in Short Hills, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mike Saul is a financial advisor based out of Short Hills, New Jersey who has 4 years of industry experience. Saul is on the advisory team at Transcend Capital Advisors, LLC. During their career, Saul has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Purshe Kaplan Sterling Investments and Transcend Wealth Collective, LLC. Saul maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in New Jersey and Texas. Transcend Capital Advisors, LLC is a financial advisory company headquartered in Madison, NJ. The investment advisory business has offices in two locations and a total of 34 financial advisors. It handles $3 billion in assets among its 5,133 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 5,133 customer accounts, 44% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually depend on the services provided. However, fees charged by Transcend Capital Advisors, LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

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

51 Jfk Parkway Suite 110
Short Hills, NJ 07078

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Transcend Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$2,480,436,166

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

34

NJ Average: 92
Total Number of Accounts

5,133

NJ Average: 6,978
Average Account Size

$483,233

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

Mike Saul Work History

Mike has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Purshe Kaplan Sterling Investments

2019 - Present (5 years)

Transcend Wealth Collective, LLC

2011 - 2019 (8 years)

Bank Of America, N.A

1993 - 2019 (26 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mike Saul 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

Matthew Harbarcuk
Birmingham, MI
Hoa Le
Madison, NJ
Bradford Vannelli
Madison, NJ
Richard Davis
Madison, NJ
Matthew Borriello
Madison, NJ
Maria Millner
Madison, NJ
Cheryl Andrew
Madison, NJ
Mark Lichtenfeld
Madison, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started