Ayelet Bisson
Investment adviser representative at Transamerica Financial Advisors, LLC
18 yearsExperience
1 stateRegistered 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
18 years in the industry.
- Transamerica Financial Advisors, LLCSep 2026 to now
- Abos LLCOct 2025 to now
- Abob LLCSep 2025 to now
- Abcp LLCMar 2024 to now
- World Financial Group, Inc.Aug 2008 to now
- Kestra Advisory ServiceAug 2024 to Jan 2025
- Kestra Investment ServicesAug 2024 to Jan 2025
- Synergy FinancialJan 2019 to May 2024
- The Flash Bishop LLCJan 2019 to Aug 2021
- HypnotherapistJan 2019 to Jan 2020
- Transamerica Financial Advisors, IncOct 2014 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4732322
- Firm CRD
- 16164