Daniel Joseph Roemerman
Investment adviser representative at Transce3nd LLC
23 yearsExperience
2 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
23 years in the industry.
- Transce3nd LLCJan 2024 to now
- Realta Equities, Inc.Dec 2023 to now
- Transc3ndDec 2023 to now
- National Benefits GroupMay 2003 to now
- Center Street AdvisorsAug 2015 to Dec 2023
- Center Street SecuritiesAug 2015 to Dec 2023
- Arete Wealth Advisors, LLCMar 2013 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 5300140
- Firm CRD
- 317745