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Joseph Allen Quartucci

Transce3nd LLC

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About Joseph Allen Quartucci

Joseph Quartucci is a financial professional with over 20 years of experience in the industry. Joseph is currently registered as an Investment Adviser Representative with Transce3nd LLC. Joseph has previously been registered with Kalos Capital, Inc., National Planning Corporation, and American General Securities Incorporated. Joseph has a wide range of experience providing financial advice to individuals and businesses. Joseph has a strong commitment to helping clients reach their financial goals.

Firm Information

Joseph Quartucci is currently registered with Transce3nd LLC. Transce3nd LLC is a Registered Investment Advisor based in Kyle, TX, with a focus on providing financial planning and portfolio management services for individuals, high net worth individuals, and corporations. They have a team of 27 licensed agents and manage over $313 million in assets for 2,378 clients. Their advisory services include financial planning, portfolio management for individuals, selection of other advisors, and participation in wrap fee programs.
Transce3nd LLC

165 ELMHURST

KYLE, TX 78640

$313.20M

Assets Under Management

Not reported

Total Clients

31

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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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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Joseph Quartucci’s Registration & Firm History

TX

05/26/2022 - Present

Transce3nd LLC (KYLE TX)

TX

07/07/2017 - 08/01/2022

KALOS CAPITAL, INC. (Kyle TX)

TX

12/06/2007 - 07/10/2017

NATIONAL PLANNING CORPORATION (KYLE TX)

TX

10/01/2002 - 12/05/2007

AMERICAN GENERAL SECURITIES INCORPORATED (SAN MARCOS TX)

TX

05/29/2002 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

IA

Issued 08/03/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2009

Series 7 - General Securities Representative Examination

BC

Issued 05/28/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Allen Quartucci.
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