Robert Lloyd Annable
Investment adviser representative at Transce3nd LLC
11 yearsExperience
6 statesRegistered in
$418.9MFirm assets
4 yearsFirm in business
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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
11 years in the industry.
- Transce3nd, LLCJul 2023 to now
- Realta Equities, Inc.Jul 2021 to now
- Coastal Investment AdvisorsJul 2021 to Dec 2023
- Wealth Strategies Advisory GroupJul 2021 to Dec 2023
- Arete Wealth AdvisorsFeb 2021 to Jul 2021
- Arete Wealth ManagementFeb 2021 to Jul 2021
- Center Street Advisors, Inc.Apr 2020 to Jul 2021
- Center Street Securities, IncApr 2020 to Jul 2021
- Kalos CapitalJul 2017 to Apr 2020
- Kalos ManagementJul 2017 to Apr 2020
- Center Street Advisors, IncAug 2015 to Jul 2017
- Center Street Securities, IncAug 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, FL, MO, ND, 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
- 4657825
- Firm CRD
- 317745