Izabela Urszula Sadeghi
Investment adviser representative at Transamerica Asset Management, Inc.
12 yearsExperience
1 stateRegistered in
$65.9BFirm assets
29 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Transamerica Asset Management, Inc.Sep 2026 to now
- Transamerica Capital, LLCJun 2026 to now
- Transamerica Life Insurance Co.Jun 2026 to now
- Charles Schwab Bank, SsbJul 2019 to Jun 2021
- Charles Schwab & Co., Inc.Aug 2014 to Jun 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (CO).
Transamerica Asset Management, Inc.
$65.9BAssets managed
119Clients
1Advisers
29 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
- 3247785
- Firm CRD
- 107376