Joseph Allen Quartucci
Investment adviser representative at Transce3nd LLC
19 yearsExperience
1 stateRegistered in
ChFC®Designation
$418.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Madison Avenue SecuritiesJul 2022 to now
- Transce3nd, LLCApr 2022 to now
- Kalos CapitalJul 2017 to Jul 2022
- Kalos ManagementJul 2017 to Jul 2022
- National Planning CorporationDec 2007 to Jul 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Transce3nd LLC
$418.9MAssets managed
1,620Clients
42Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4522516
- Firm CRD
- 317745