Amy Joslin
Investment adviser representative at Transce3nd LLC
11 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
11 years in the industry.
- Transce3nd, LLCSep 2023 to now
- Realta Equities, Inc.Jul 2021 to now
- Wealth Strategies Advisory GroupJul 2021 to Dec 2023
- Center Street Securities, Inc.Aug 2018 to Jul 2021
- Emerson Equity LLCFeb 2018 to Jul 2018
- Silver State Realty & InvestmentsJun 2015 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 6102549
- Firm CRD
- 317745