Wenyue Hsu
Investment adviser representative at Transamerica Financial Advisors, LLC
17 yearsExperience
2 statesRegistered in
CFADesignation
$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
17 years in the industry.
- Inheritguard, LLCJun 2026 to now
- Cigna HealthinsuranceAug 2024 to now
- United HealthcareAug 2024 to now
- National Association of Registered Social Security AnalystsOct 2021 to now
- Transamerica Financial Advisors, IncOct 2017 to now
- WfgiaOct 2011 to now
- Morgan Stanley Bank USASep 2009 to Aug 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (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
- 5710344
- Firm CRD
- 16164