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.
Bradford Stephen Vannelli
- Title
- Partner, Wealth Advisorreportedtranscendcapital.comfirm site, Sep 15, 2026
- Designations
- CRPCreportedtranscendcapital.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Bradford is a Partner at Transcend Capital Advisors.”reportedtranscendcapital.comthe sentence on the bio page
- Business email
- bvannelli@transcendcapital.comreportedtranscendcapital.comfirm site, Sep 15, 2026
- Professional profile
- transcendcapital.com/teams/bradford-s-vannelli-crpcreportedtranscendcapital.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 1, 2026 · New York, Ny
- Transcend Capital Advisors, LLC independent RIA currentsince Oct 29, 2021 · Madison, Nj
- UBS Financial Services Inc. wirehouseMar 2, 2012 to Nov 22, 2021 · Troy, Mi
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 3, 2003 to Mar 5, 2012 · Bloomfield Hills, Mi
- UBS Financial Services Inc. to Transcend Capital Advisors, LLCleft Nov 22, 2021, registered Oct 29, 2021 (-24 days) · Wirehouse to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to UBS Financial Services Inc.left Mar 5, 2012, registered Mar 2, 2012 (-3 days) · Wirehouse to wirehouse
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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address