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Matthew Alan Harbarcuk

Transcend Capital Advisors, LLC

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About Matthew Alan Harbarcuk

Matthew Harbarcuk is a financial advisor with over 10 years of experience in the industry. Matthew is currently registered with Transcend Capital Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. Matthew has worked with a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Matthew provides financial planning, portfolio management, and selection of other advisors services.

Firm Information

Matthew Harbarcuk 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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Matthew Harbarcuk’s Registration & Firm History

MI

09/04/2020 - Present

Transcend Capital Advisors, LLC (Bloomfield Hills MI)

MI

10/04/2013 - 09/10/2020

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

MI

10/01/2012 - 09/27/2013

J.P. MORGAN SECURITIES LLC (BRIGHTON MI)

MI

01/09/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (BELLEVILLE MI)

MI

12/18/2009 - 05/03/2010

EDWARD JONES (SOUTH LYON MI)

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Licenses & Designations

BOTH

Issued 12/30/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Alan Harbarcuk.
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