Youshan Zhao
Investment adviser representative at Transglobal Advisory, LLC
12 yearsExperience
1 stateRegistered in
$58.3MFirm assets
2 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Transglobal Advisory, LLCSep 2026 to now
- A&t Cpa Solutions IncJan 2014 to now
- Transamerica Financial Advisors, IncJul 2016 to Nov 2023
- Verizon Communication IncJun 2014 to Jan 2022
- World Financial Group, Inc.Apr 2014 to Nov 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Transglobal Advisory, LLC
$58.3MAssets managed
193Clients
31Advisers
2 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
- 6485684
- Firm CRD
- 168709