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Matthew S. Borriello

TRANSCEND CAPITAL ADVISORS | Financial Consultant
MADISON, NJ 07940
Some features on this profile are disabled
CRD#: 6213992
MB

Professional summary

Matthew Steven Borriello, CFP® is a registered financial advisor currently at TRANSCEND CAPITAL ADVISORS, LLC located in Madison, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Biography

Doing business at Fidelity provides you access to our trusted brand, industry leading technology, and cost efficient investment platform. I have a passion for wealth planning and take pride in helping my clients work toward their financial goals.

Question & Answer

What are your service offerings?
Insurance Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

None

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 Matthew Steven Borriello'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®
CFP®

Certified Financial Planner

Start date: 2018

Education

James Madison University

Bachelor of Business Administration - Finance Major, Economic Minor

2015

Experience

Current

January 26, 2023 - Present

TRANSCEND CAPITAL ADVISORS, LLC

Office #1: 7 Giralda Farms Suite 300, Madison, NJ 07940
RIA
CRD#: 299723
MADISON, NJ
Past

January 16, 2019 - January 8, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
NEW YORK, NY
Past

September 21, 2015 - January 4, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
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.

Highlighted states indicate IAR registrations

IAR
New Jersey
(1/26/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 10/22/2015
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 7
Date: 9/21/2015
General Securities Representative Examination

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)
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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

Financial ConsultantCRD#: 299723Madison, NJ 07940

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Contact information

(xxx) xxx-xxxx
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