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Matthew D Fassnacht

Transcend Capital Advisors, LLC

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About Matthew D Fassnacht

Matthew Fassnacht is an investment advisor representative at Transcend Capital Advisors, LLC, based in Madison, NJ. Matthew has been a registered investment advisor since 2022 and has over 20 years of experience in the financial services industry. He is registered with the state of New Jersey to provide investment advisory services to clients. Prior to joining Transcend Capital Advisors, LLC, Matthew worked at HHR Asset Management, LLC. He holds Series 63 and Series 65 licenses.

Firm Information

Matthew Fassnacht 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 Fassnacht’s Registration & Firm History

NJ

10/11/2022 - Present

Transcend Capital Advisors, LLC (MADISON NJ)

NY

05/01/2001 - 11/22/2002

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

10/22/1998 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/03/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew D Fassnacht.
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