Russell Babiarz
Advisor at Transcend Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Transcend Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Madison, NJ 07940
Credentials
Series 65
Industry experience
2 years
Russell Babiarz is a financial advisor at Transcend Capital Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Transcend Capital Advisors since 2023. Outside of financial advising, he is the founder of Babz LLC, where he has been developing a social networking mobile app since 2019. Transcend Capital Advisors provides holistic financial planning and portfolio management services to individuals, family offices, trusts, and other entities. The firm emphasizes long-term, diversified asset allocation tailored to clients' risk tolerance and financial objectives, offering both discretionary and non-discretionary management through a multi-team structure.
Based on Transcend Capital Advisors, LLC
Based on Transcend Capital Advisors, LLC
Financial planning and consulting fees include a $1,000 advance deposit; remainder invoiced upon completion or semi-annually for ongoing services.
$0+: Negotiable, generally up to 2.00% annually +:
Certain advisory persons are also registered representatives and insurance agents who receive commissions separately from Transcend fees.
Financial planning and consulting fees for ad-hoc/project-based consultations vary by service and experience of personnel.
Fee-only: Advisory fee based on a percentage of assets under management, negotiable, up to 2.00% annually; financial planning fees: $1,000 advance deposit plus additional fees depending on scope; retirement plan advisory fees asset-based; retirement plan consulting and SIMPLE IRA fees per agreement.
7 Giralda Farms, Suite 300
Madison, NJ 07940
New Jersey
Transcend Capital Advisors
2023 - Present (3 years)
OneValley
2020 - 2020 (1 year)
Babz LLC
2019 - Present (7 years)
University of Miami
2017 - 2021 (4 years)
YMCA Camp Tockwogh
2017 - 2017 (1 year)
Milwaukee Bucks
2016 - 2016 (1 year)
Greenwich High School
2013 - 2017 (4 years)
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Real estate agent
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