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Bradford Stephen Vannelli

Transcend Capital Advisors, LLC

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About Bradford Stephen Vannelli

Bradford Vannelli is an investment advisor representative with Transcend Capital Advisors, LLC. Bradford is a Series 7, Series 31, and Series 66 licensed professional. Bradford has been working in the financial services industry since 1999. Bradford has experience with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bradford is also a registered representative with Purshe Kaplan Sterling Investments, Inc.

Firm Information

Bradford Vannelli 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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Bradford Vannelli’s Registration & Firm History

NJ

10/29/2021 - Present

Transcend Capital Advisors, LLC (MADISON NJ)

MI

03/02/2012 - 11/22/2021

UBS FINANCIAL SERVICES INC. (TROY MI)

MI

11/17/1999 - 03/05/2012

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

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Licenses & Designations

BOTH

Issued 01/04/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 11/11/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradford Stephen Vannelli.
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