Invested Better
Unclaimed

Unclaimed

Unclaimed

Russell Babiarz

Transcend Capital Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Russell? Claim Your Profile

About Russell Babiarz

Russell Babiarz is an Investment Advisor Representative at Transcend Capital Advisors, LLC. Russell has a Series 65 license, which means they are qualified to provide investment advice. Russell's experience includes roles at Milwaukee Bucks, OneValley, YMCA Camp Tockwogh, University of Miami, Greenwich High School and Babz LLC. They are also a founder of Babz LLC, a social networking mobile app. Russell's specializations include providing investment advice to individuals, charitable organizations, pooled investment vehicles, corporations, and high net worth individuals.

Firm Information

Russell Babiarz 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Russell Babiarz’s Registration & Firm History

NJ

06/21/2023 - Present

Transcend Capital Advisors, LLC (MADISON NJ)

Not sure if Russell Babiarz is right for you?

Licenses & Designations

IA

Issued 05/25/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Russell Babiarz.
Not sure if Russell Babiarz is right for you?