Robert Stanley Pugh
Investment adviser representative at Transamerica Financial Advisors, LLC
34 yearsExperience
3 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
34 years in the industry.
- WealthwaveJul 2023 to now
- Wallmasters International a Chapter-club of Toastmasters InternaJul 2022 to now
- Coachmasters ToastmastersJun 2020 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Pugh & Associates LLCNov 2011 to now
- Mds, LLCMay 2011 to now
- World Financial GroupJun 2001 to now
- Wallmasters ToastmastersDec 1995 to now
- Orchard Lane Homeowners AssociationApr 1992 to now
- Toastmasters InternationalJan 2021 to Jun 2023
- District 7 ToastmasterJul 2018 to Jun 2019
- ST. Matthew Lutheran Church Congreational BoardJul 2012 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 3 states (NJ, OR, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 2915210
- Firm CRD
- 16164