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Yuju Hsiung

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.

  1. Beauty Stem BiomedicalOct 2023 to now
  2. Yuju Consulting Inc.Dec 2018 to now
  3. Transamerica Financial Advisors, IncSep 2016 to now
  4. WfgiaSep 2016 to now
  5. Tru Dream Investments, LLCSep 2011 to now
  6. Kaiser Permanente Health InsuranceDec 2016 to Jun 2018
  7. Giant Realty Inc.Sep 2013 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 65 · Uniform Investment Adviser Law2011

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
5875692
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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