Diego Adrian Conejo
Investment adviser representative at Transamerica Financial Advisors, LLC
10 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
10 years in the industry.
- Diego Adrian ConejoFeb 2022 to now
- Diego Adrian Conejo dba Conejo Benefits GroupDec 2021 to now
- Diego Adrian Conejo dba West Coast Office SupplyMar 2021 to now
- Transamerica Financial Advisors, IncMay 2019 to now
- WfgiaMay 2019 to now
- Victrix Capital Management LLCMar 2016 to now
- Angel City Candle CoJul 2021 to Aug 2023
- Amazon.comAug 2020 to Aug 2020
- 3rd Street Souvenirs, LLCAug 2018 to Oct 2018
- Pfs Investments Inc.Mar 2017 to May 2019
- Primerica Financial ServicesJan 2017 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (CA, NJ, 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
- 5130746
- Firm CRD
- 16164