Micah Anthony Medellin
Investment adviser representative at Transce3nd LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Transce3nd LLCMay 2024 to now
- E3 WealthApr 2023 to now
- Madison Avenue SecuritiesMar 2020 to now
- E3 WealthMar 2020 to Sep 2022
- Nissan of San MarcosFeb 2018 to Oct 2018
- HebSep 2017 to Jan 2018
- Texas State UniversityAug 2017 to Aug 2021
- Gonzales High SchoolApr 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7256741
- Firm CRD
- 317745