William Nathan Shorack
Investment adviser representative at Transamerica Financial Advisors, LLC
14 yearsExperience
2 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
14 years in the industry.
- Xit Strategies LLCSep 2025 to now
- Ehp IncJul 2025 to now
- The Miliare GroupOct 2024 to now
- Luna Life Design and Development Inc.Jun 2020 to now
- Transamerica Financial Advisors, LLCJan 2013 to now
- World Financial Group, IncDec 2012 to now
- Novus Home MortgageMar 2021 to Jun 2023
- Monarch MortgageDec 2020 to Mar 2021
- The Federal Savings BankJan 2020 to Dec 2020
- Loan SmarterNov 2019 to Dec 2019
- Tjc Mortgage IncMar 2019 to Oct 2019
- Next Generation Leadership Development IncJan 2018 to Dec 2019
- Miami Success Group LLCOct 2015 to Dec 2016
- Gold Star FinancialJan 2015 to Dec 2019
- DebtmericaDec 2013 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4141207
- Firm CRD
- 16164