Steven
Holland
Transce3Nd LLC
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About this Advisor
Steven Holland is a financial advisor who works in Kyle, Texas with 1 year of relevant experience. Holland currently works for Transce3Nd LLC. During their career, Holland has held roles at National Planning Corporation, Apu Partners, Prestige Financial Group, Entrust Companies, Kalos Capital, Kalos Management, Transce3Nd, LLC and Madison Avenue Securities. Holland holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Transce3Nd LLC is a financial advisory firm based out of Kyle, TX. The firm has offices in four locations and a total of nine employees. It has $184 million in total assets between its 1,151 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,151 customer accounts, 19% belong to high-net-worth clients who have more than $1 million in investable assets. Transce3Nd LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically depend on which services the firm provides the client. Fees charged by Transce3Nd LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transce3Nd LLC Brokerage Details
$184,339,939
9
1,151
$160,156
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Steven Holland Work History
Steven has been registered as a financial advisor for 1 years.*
Transce3Nd, LLC
Madison Avenue Securities
Kalos Capital
Kalos Management
National Planning Corporation
Apu Partners
Prestige Financial Group
Entrust Companies
*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 Steven Holland 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
Kyle, TX
Kyle, TX
Kyle, TX
Kyle, TX
Kyle, TX
Kyle, TX
Kyle, TX
Kyle, TX
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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