Susan Ng
Investment adviser representative at Transamerica Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Susan Ng? Claim your profile
Contact this firm
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
11 years in the industry.
- The Association of Chinese SchoolsSep 2026 to now
- Executive Solutions NY LLCAug 2024 to now
- Plainview Chinese Cultural Center, Inc.Oct 2021 to now
- Transamerica Financial Advisors, LLCOct 2020 to now
- WfgiaDec 2019 to now
- IhsmarkitJan 2015 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6344265
- Firm CRD
- 16164