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Andrew Howard Moss

Transcend Capital Advisors, LLC

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About Andrew Howard Moss

Andrew Moss is a financial professional with over 27 years of experience in the industry. Andrew is currently an Investment Advisor Representative for Transcend Capital Advisors, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc. Andrew has a strong track record of success in helping clients achieve their financial goals. Andrew is dedicated to providing personalized financial advice and services to individuals, families, and businesses.

Firm Information

Andrew Moss is currently registered with Transcend Capital Advisors, LLC. Transcend Capital Advisors, LLC is an investment advisor based in Madison, NJ. The firm manages over $2.8 billion in assets for individuals, corporations, charitable organizations, pooled investment vehicles, and pension plans. They offer financial planning, pension consulting, and portfolio management services.
Transcend Capital Advisors, LLC

7 GIRALDA FARMS

MADISON, NJ 07940

$2.86B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Moss’s Registration & Firm History

MI

09/08/2020 - Present

Transcend Capital Advisors, LLC (Bloomfield Hills MI)

MI

08/10/1994 - 09/10/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)

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Licenses & Designations

IA

Issued 09/10/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/17/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 08/09/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Andrew Howard Moss. Review regulatory record here.
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