Wai Ping Chu
Investment adviser representative at Transamerica Financial Advisors, LLC
32 yearsExperience
3 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
32 years in the industry.
- Inheritguard, LLCSep 2024 to now
- He Property Holding LLCJun 2021 to now
- FlicsJan 2020 to now
- Transamerica Financial Advisors, IncSep 2015 to now
- World Financial Group, Inc.Nov 2014 to now
- Mount Sinai Medical CenterApr 1994 to now
- Lspn Pro, LLCFeb 2023 to Sep 2024
- DebtmericaSep 2017 to Mar 2022
- Nyu Medical CenterJul 2004 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 6561551
- Firm CRD
- 16164