Philip Chengkuo Hu
Investment adviser representative at Transglobal Advisory, LLC
26 yearsExperience
9 statesRegistered in
CFP® certificationDesignation
$58.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Transglobal Payroll Services Inc.;Sep 2022 to now
- Transglobal Private Lending IncMay 2022 to now
- Transglobal Education GroupDec 2021 to now
- Transglobal Retirement Services IncApr 2021 to now
- Transglobal Tax Services LLCJul 2020 to now
- Golden Star Inc., dba Transglobal LendingDec 2015 to now
- Trans Sino, LLCJan 2015 to now
- Investors Trust AssuranceDec 2014 to now
- Grand Resource Financial, LLCFeb 2014 to now
- Transglobal Advisory, LLCMay 2013 to now
- Globalink Securities, IncSep 2008 to now
- Transglobal Insurance Agency, Inc.Jul 2000 to now
- Mcb Capital, Inc.May 2007 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 9 states (CA, HI, MA, NJ, NV, NY, PA, TX, WA).
Transglobal Advisory, LLC
$58.3MAssets managed
193Clients
31Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2576527
- Firm CRD
- 168709