Adam David Moskowitz
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.
- Champion Health, Inc.Jan 2024 to now
- Inherit Guard NetworkDec 2022 to now
- Lspn Pro, LLCDec 2022 to now
- Power PbcApr 2022 to now
- Bni - Business Networking InternationalNov 2021 to now
- The Loudest Wavemakers, Inc.Oct 2021 to now
- Kiwanis Club of StocktonJun 2021 to now
- Silver Lake Chamber of CommerceAug 2018 to now
- Makom Ohr ShalomOct 2014 to now
- Dynamic Expansion IncAug 2013 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- WfgiaAug 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
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
- 4758463
- Firm CRD
- 16164