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MD

Marina L. Ditommaso

TRANSCEND CAPITAL ADVISORS
MADISON, NJ 07940
Some features on this profile are disabled
CRD#: 6506351
MD

Professional summary

Marina Laurie Ditommaso, who also goes by Marina Ditommaso, is a registered financial advisor currently at TRANSCEND CAPITAL ADVISORS, LLC located in Madison, New Jersey and PURSHE KAPLAN STERLING INVESTMENTS located in Madison, New Jersey.

Marina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Marina has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marina Ditommaso

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.
1.) Transcend Capital Advisors. Investment Related. At registered Location. RIA. IAR. 6/23. 165. 145. Client Services 2.) Ravello Intimates LLC. Non-Investment Related. 702 Cheyenne Drive, Franklin Lakes, NJ 07417. Online Retail Store. Co-Founder. 11/2020. 60. 0. Manage day to day operations

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marina Laurie Ditommaso'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

July 11, 2023 - Present

TRANSCEND CAPITAL ADVISORS, LLC

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

January 7, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 7 Giralda Farms Suite 300, Madison, NJ 07940
BD
CRD#: 35747
Madison, NJ
Past

April 8, 2020 - June 12, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
NEW YORK, NY
Past

September 24, 2018 - June 10, 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.
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

IAR
New Jersey
(7/11/2023)
RR
New Jersey
(1/7/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/10/2021
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/14/2018
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: 9/24/2018
General Securities Representative 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)
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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)

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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
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#: 299723Madison, NJ 07940

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