Emily Sang
Investment adviser representative at Transamerica Financial Advisors, LLC
18 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
18 years in the industry.
- Inheritguard, LLCJul 2026 to now
- Emily SangMay 2022 to now
- Expansion World LLCNov 2021 to now
- Peacock LLCApr 2021 to now
- Reebroker GroupJun 2019 to now
- Emily Sang CpaJan 2017 to now
- Transamerica Financial Advisors, IncOct 2014 to now
- World Financial Group, Inc.Feb 2012 to now
- Restore ZoneJul 2025 to Jul 2026
- Chinese American Cpa AssociationJul 2023 to Dec 2025
- Lspn Pro, LLCMay 2022 to Dec 2025
- Debt AmericaAug 2020 to Mar 2022
- Quigley and Miron, Certified Public AccountantsDec 2016 to Oct 2018
- Fren, LLCJul 2008 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2015
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
- 5452309
- Firm CRD
- 16164