RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Robert Anthony Bezzone
- Title
- Partner, Wealth Advisorreportedtranscendcapital.comfirm site, Sep 15, 2026
- Partner or owner
- “Rob is a Partner at Transcend Capital Advisors.”reportedtranscendcapital.comthe sentence on the bio page
- Business email
- rbezzone@transcendcapital.comreportedtranscendcapital.comfirm site, Sep 15, 2026
- Professional profile
- transcendcapital.com/teams/robert-bezzonereportedtranscendcapital.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Arax Advisory Partners BD affiliated currentsince Aug 3, 2026 · Madison, Nj
- Transcend Capital Advisors, LLC independent RIA currentsince Mar 22, 2021 · Madison, Nj
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 23, 2013 to Mar 22, 2021 · Florham Park, Nj
- Wells Fargo Advisors wirehouseJan 21, 2005 to Aug 27, 2013 · Short Hills, Nj
- Citigroup Global Markets Inc. BD affiliatedOct 18, 2002 to Jan 25, 2005 · Florham Park, Nj
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Transcend Capital Advisors, LLCleft Mar 22, 2021, registered Mar 22, 2021 (0 days) · Wirehouse to independent RIA · moved with a team
- Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Aug 27, 2013, registered Aug 23, 2013 (-4 days) · Wirehouse to wirehouse
- Citigroup Global Markets Inc. to Wells Fargo Advisorsleft Jan 25, 2005, registered Jan 21, 2005 (-4 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address