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.
Marina Laurie Ditommaso
- Business email
- mditommaso@transcendcapital.comreportedtranscendcapital.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 4, 2026 · Madison, Nj
- Transcend Capital Advisors, LLC independent RIA currentsince Jul 11, 2023 · Franklin Lakes, Nj
- Fidelity Personal And Workplace Advisors formerApr 8, 2020 to Jun 12, 2023 · New York, Ny
- Fidelity Personal And Workplace Advisors to Transcend Capital Advisors, LLCleft Jun 12, 2023, registered Jul 11, 2023 (29 days) · Affiliated broker-dealer or bank to independent RIA
- Marina Laurie Ditommaso left Fidelity Personal And Workplace Advisors for Transcend Capital Advisors, Llc (registered 2023-07-11)Jun 12, 2023 · Advisor changed firm · fact
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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address