RM
Ryan J. Munoz
TRANSCE3ND LLC
Celina, TX
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CRD#: 7662288
RM
Professional summary
Ryan J Munoz, who also goes by Ryan Joseph Munoz, Ryan Munoz, is a registered financial advisor currently at TRANSCE3ND LLC located in Celina, Texas and REALTA EQUITIES, INC. located in Wilmington, Delaware.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Ryan has worked at 4 firms and has passed the Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Joseph Munoz | Ryan Munoz
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) Trance3nd; 835 Main St Building 200 Buda, TX 78610; Investment Related; Provide investment advisory services; Investment Advisory Representative 3rd party outside RIA; Compensation in the form of fees; 20 hours per week during normal trading hours. (2) Advisors Excel; 2950 SW McClure Rd Topeka, KS 66614; https://www.advisorsexcel.com; insurance sales; Compensation earned based on the placement and implementation of insurance strategies; 5 hours per week none during normal trading hours. (3) Wealth Strategies Advisory Group; start: 4/2025; 17207 N. Perimeter Drive #120 Scottsdale, AZ 85255; https://wsagaz.com; coordinate comprehensive wealth planning for clients; 40 hours per week during normal trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan J Munoz's 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®
NoneExperience
Current
November 11, 2024 - Present
TRANSCE3ND LLC
RIA
CRD#: 317745
Celina, TX
Current
March 6, 2025 - Present
REALTA EQUITIES, INC.
Office #1: 1201 N. Orange Street Suite 300, Wilmington, DE 92130BD
CRD#: 23769
WILMINGTON, DE
Past
December 1, 2023 - November 8, 2024
INSPIRE ADVISORS, LLC
RIA
CRD#: 300279
Celina, TX
Past
January 3, 2023 - November 29, 2023
INTEGRITY ALLIANCE, LLC.
RIA
CRD#: 139627
Santa Ana, CA
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".
TL
TRANSCE3ND LLC
ADVANCED PLANNING SOLUTIONS, LLC | WEALTH STRATEGIES ADVISORY GROUP, LLC | TRANSCE3ND, LLC | TRANSCE3ND LLC | THE RICKS GROUP | SUREFIRE FINANCIAL, INC. | SUMMIT TAX AND WEALTH ADVISORY, LLC | MUNOZ FINANCIAL LLC | MUNDT WEALTH MANAGEMENT | GREENWAY FINANCIAL GROUP | FINE FUTURE FINANCIAL | E3 WEALTH | E3 RETIREMENT SELECT | E3 CONSULTANTS GROUP | ALEXANDER FINANCIAL MANAGEMENT, LLC
CRD#: 317745 / SEC#: 801-126674
RIA
Registered Investment Advisory firm - (9/30/2022 Approved)Texas
Registered Investment Advisory firm - (10/3/2022 Terminated)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
Texas(11/11/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/6/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TL
TRANSCE3ND LLC
ADVANCED PLANNING SOLUTIONS, LLC | WEALTH STRATEGIES ADVISORY GROUP, LLC | TRANSCE3ND, LLC | TRANSCE3ND LLC | THE RICKS GROUP | SUREFIRE FINANCIAL, INC. | SUMMIT TAX AND WEALTH ADVISORY, LLC | MUNOZ FINANCIAL LLC | MUNDT WEALTH MANAGEMENT | GREENWAY FINANCIAL GROUP | FINE FUTURE FINANCIAL | E3 WEALTH | E3 RETIREMENT SELECT | E3 CONSULTANTS GROUP | ALEXANDER FINANCIAL MANAGEMENT, LLC
CRD#: 317745 / SEC#: 801-126674
RIA
Registered Investment Advisory firm - (9/30/2022 Approved)Texas
Registered Investment Advisory firm - (10/3/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
835 Main Street Building 200, Buda, TX 78610
Mailing Address
Phone number
(512) 268-9220
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,518 |
| AUM (Assets Under Management) | $ 361,954,267 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
