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Geri A. Mira

TRANSCEND CAPITAL ADVISORS
Bloomfield Hills, MI 48304
Some features on this profile are disabled
CRD#: 1691590
GM

Professional summary

Geri Ann Mira, who also goes by Geri Ann Donley, Geri Donley, is a registered financial advisor currently at TRANSCEND CAPITAL ADVISORS, LLC located in Bloomfield Hills, Michigan and PURSHE KAPLAN STERLING INVESTMENTS located in Bloomfield Hills, Michigan.

Geri is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Geri has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Geri Ann Donley | Geri Donley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geri Ann Mira's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 25, 2023 - Present

TRANSCEND CAPITAL ADVISORS, LLC

Office #1: 40705 Woodward Avenue, Suite 100, Bloomfield Hills, MI 48304
RIA
CRD#: 299723
Bloomfield Hills, MI
Current

July 19, 2022 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 40705 Woodward Avenue Suite 100, Bloomfield Hills, MI 48304
BD
CRD#: 35747
Bloomfield Hills, MI
Past

January 13, 2011 - January 4, 2022

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
FARMINGTON HILLS, MI
Past

October 20, 2004 - December 31, 2007

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
FARMINGTON HILLS, MI
Past

March 18, 1996 - January 4, 2022

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
FARMINGTON HILLS, MI
Past

August 26, 1993 - March 19, 1996

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
TRANSCEND CAPITAL ADVISORS, LLC
TRANSCEND CAPITAL ADVISORS, LLC | TRANSCEND WEALTH COLLECTIVE, LLC

CRD#: 299723 / SEC#: 801-114435

RIA
Registered Investment Advisory firm - (12/12/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Michigan
(7/19/2022)
IAR
Michigan
(8/25/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/24/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/10/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 3/6/2006
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 8/25/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 5/3/2008
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/19/2008
General Securities Sales Supervisor - General Module Examination
SRO Registrations
RR
FINRA

Current Firm

TC
TRANSCEND CAPITAL ADVISORS, LLC
TRANSCEND CAPITAL ADVISORS, LLC | TRANSCEND WEALTH COLLECTIVE, LLC

CRD#: 299723 / SEC#: 801-114435

RIA
Registered Investment Advisory firm - (12/12/2018 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
7 Giralda Farms Suite 300, Madison, NJ 07940
Mailing Address
Phone number
(973) 370-3203
Established
Firm type
Fiscal year end
# of Employees
44

SEC notice filing (30 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRANSCEND CAPITAL ADVISORS, LLC - PART 2A BROCHURE (10/16/2025)
TRANSCEND CAPITAL ADVISORS, LLC - WRAP FEE PROGRAM (3/28/2025)

Regulatory assets under management

Total Number of Accounts5,003
AUM (Assets Under Management)$ 3,099,629,575

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/25/2025
Cover Page
Report
02/17/2025
Cover Page
Report
01/26/2024
Cover Page
Report
11/28/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRANSCEND CAPITAL ADVISORS, LLC

CRD#: 299723Bloomfield Hills, MI 48304

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