Shengying Li
Investment adviser representative at Transamerica Financial Advisors, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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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
19 years in the industry.
- Banyan Path Service LLCMay 2026 to now
- Transamerica Financial Advisors, LLCApr 2018 to now
- WfgiaMay 2013 to now
- BarclaysApr 2007 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 5571619
- Firm CRD
- 16164