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Lee Anthony Schwartz

Transce3nd LLC

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About Lee Anthony Schwartz

Lee Anthony Schwartz is a registered Investment Advisor Representative (IAR) in Minnesota. Lee Anthony Schwartz is associated with Transce3nd LLC. Lee Anthony Schwartz has been in the industry since 2010 and has experience with Advanced Planning Solutions, LLC, Schwartz Financial, and Active Solutions.

Firm Information

Lee Schwartz 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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Lee Schwartz’s Registration & Firm History

TX

04/22/2024 - Present

Transce3nd LLC (KYLE TX)

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Licenses & Designations

IA

Issued 04/22/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lee Anthony Schwartz.
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