Melvin Muela
Investment adviser representative at Transamerica Financial Advisors, LLC
35 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
35 years in the industry.
- Champion Health, Inc.Dec 2023 to now
- Wash & Post IncNov 2022 to now
- Life Song of StocktonNov 2017 to now
- Melvin Muela Pass ThroughJun 2017 to now
- Blue Shield of California Life & Health Ins CoApr 2016 to now
- United American Insurance CompanyNov 2015 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Vaught and Muela Insurance ServicesJun 2010 to now
- Rental Real EstateJul 2007 to now
- WfgiaJun 2001 to now
- Gordito Burrito, IncFeb 1991 to now
- Muela and AssociatesDec 2004 to Jan 2017
- Muela & Assoc Mountain House Financial Pass Thru AccountJun 2004 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4330131
- Firm CRD
- 16164