Shakeeb H Syed
Investment adviser representative at Transamerica Financial Advisors, LLC
15 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
15 years in the industry.
- Loan FactoryMay 2026 to now
- S.B &a Realty Group IncNov 2025 to now
- One Liberty Financial LLCOct 2025 to now
- Transamerica Financial Advisors, IncFeb 2023 to now
- WfgiaDec 2022 to now
- Gang Li Allstate Property and CasualtyJun 2022 to now
- Helping Hands Community PartnersDec 2018 to now
- Liberty TaxAug 2011 to now
- Betterliving Real EstateJan 2024 to Nov 2025
- All State Financial ServicesAug 2021 to Sep 2022
- Avantax Wealth ManagmentApr 2018 to Aug 2021
- Merrill LynchDec 2017 to Mar 2018
- Citizens BankAug 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 4384815
- Firm CRD
- 16164