Tobin Allen narciso Short
Investment adviser representative at Transce3nd LLC
12 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
12 years in the industry.
- Transce3nd LLCJul 2025 to now
- Realta Equities, Inc.Jul 2025 to now
- Grand Canyon UniversityAug 2023 to now
- Heroes Financial Group LLCOct 2020 to now
- Equitable Advisors, LLCSep 2024 to Jul 2025
- United States NavySep 2014 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7980874
- Firm CRD
- 317745