Yehudah Judah
Investment adviser representative at Transamerica Financial Advisors, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- MercorJan 2026 to now
- Transamerica Financial Advisors, LLCMar 2025 to now
- WfgiaFeb 2025 to now
- UptimeMar 2023 to Dec 2024
- King David CapitalJul 2022 to Dec 2023
- Nhn GlobalApr 2022 to Jun 2022
- SelfAug 2021 to Jun 2022
- Prime Opportunities Investment GroupJan 2019 to Jul 2021
- Mcmaster-carrMay 2018 to Oct 2018
- Chasing Value Asset ManagementMay 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6430064
- Firm CRD
- 16164