Richard
Davis
Transcend Capital Advisors, LLC
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About this Advisor
Richard Davis is a financial advisor who works out of Madison, New Jersey with 1 year of industry experience. Davis is on the advisory team at Transcend Capital Advisors, LLC. Their career trajectory has included roles at Ubs Financial Services Inc, Transcend Capital Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. Davis has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in Michigan. Transcend Capital Advisors, LLC is an advisory business that has its headquarters in Madison, NJ. It has offices in two locations and a total of 34 advisors. It administers $3 billion in assets under management across its 5,133 accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 5,133 client accounts, 44% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which services are offered. Fees billed by Transcend Capital Advisors, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transcend Capital Advisors, LLC Brokerage Details
$2,480,436,166
34
5,133
$483,233
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Richard Davis Work History
Richard has been registered as a financial advisor for 1 years.*
Transcend Capital Advisors, LLC
Purshe Kaplan Sterling Investments, Inc
Ubs Financial Services 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 Richard Davis 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
Birmingham, MI
Madison, NJ
Madison, NJ
Madison, NJ
Madison, NJ
Madison, NJ
Madison, NJ
Naples, FL
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.
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