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Maria Millner

Transcend Capital Advisors, LLC

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About Maria Millner

Maria Millner is an investment advisor representative and registered principal with Transcend Capital Advisors, LLC in Madison, NJ. Maria has been in the financial services industry since 2012. Maria also has a background working with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Maria has a Series 7, Series 66 and SIE license. Maria specializes in financial planning, portfolio management for individuals and selection of other advisors.

Firm Information

Maria Millner 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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Maria Millner’s Registration & Firm History

NJ

02/05/2021 - Present

Transcend Capital Advisors, LLC (MADISON NJ)

NJ

10/30/2013 - 12/14/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)

MA

04/02/2012 - 08/13/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)

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Licenses & Designations

BOTH

Issued 03/09/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maria Millner.
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