Alec Bing Marshak
Investment adviser representative at Transamerica Financial Advisors, LLC
16 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
16 years in the industry.
- Transamerica Financial Advisors, IncJan 2022 to now
- Transamerica Agency NetworkJul 2021 to now
- United Financial ServiceJul 2021 to now
- Strategic Value Partners LLCJun 2020 to Jul 2020
- Keller Williams Excel RealtyMay 2020 to Jun 2020
- Morgan StanleyMay 2018 to Aug 2018
- StudentAug 2017 to May 2021
- Kostal PaddleJun 2017 to Sep 2019
- StudentSep 2010 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6951751
- Firm CRD
- 16164