Fuxiao Su
Investment adviser representative at Transamerica Financial Advisors, LLC
15 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
15 years in the industry.
- AmbetterNov 2018 to now
- Fuda Financial IncJan 2015 to now
- HumanaJan 2015 to now
- All Trust Realty IncApr 2013 to now
- Transamerica Financial Advisors, LLCJan 2012 to now
- Blue Cross Blue Shield of GaDec 2011 to now
- Assurant HealthOct 2006 to now
- Kaiser Permanente Insurance Co.Oct 2004 to now
- WfgiaDec 2003 to now
- Fuxiao SuNov 2018 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 4746430
- Firm CRD
- 16164