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Marina Laurie Ditommaso

Transcend Capital Advisors, LLC

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About Marina Laurie Ditommaso

Marina Ditommaso is an investment advisor representative with Transcend Capital Advisors, LLC, in Madison, NJ. Marina has been in the financial services industry since June 2018. Marina has a Series 7, Series 63, and Series 66 license. Marina specializes in providing financial planning, pension consulting, and portfolio management services to individuals, families, and small businesses. Marina also provides portfolio management services for pooled investment vehicles.

Firm Information

Marina Ditommaso 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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Marina Ditommaso’s Registration & Firm History

NJ

07/11/2023 - Present

Transcend Capital Advisors, LLC (MADISON NJ)

NY

09/24/2018 - 06/10/2023

FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/10/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marina Laurie Ditommaso.
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