Steven Andrew Shorley
Investment adviser representative at Transce3nd LLC
19 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
19 years in the industry.
- Transce3nd, LLCNov 2022 to now
- Madison Avenue SecuritiesJul 2022 to now
- L&s Capital Investments LLC, dba Summit Tax and Wealth AdvisoryJan 2019 to now
- Ae Wealth Management LLCJul 2022 to May 2023
- Kalos CapitalSep 2018 to Jul 2022
- Heartland Coca - ColaFeb 2017 to Jan 2019
- Coca - Cola RefreshmentsJul 2007 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2019
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
- 5301881
- Firm CRD
- 317745