Apekshit Mulay
Investment adviser representative at Transamerica Financial Advisors, LLC
11 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
11 years in the industry.
- Flying MetalsNov 2023 to now
- CarvertiseJul 2023 to now
- Insubuy, LLCNov 2022 to now
- The Enrollment StoreNov 2022 to now
- Airbnb RentalApr 2021 to now
- Transamerica Financial Advisors, IncNov 2018 to now
- Mulay's Consultancy ServicesMay 2014 to now
- World Financial Group, Inc.May 2013 to now
- Mulay's Consultancy ServiceApr 2013 to now
- Dallas Fort Worth Chapter of Vishwa Hindu Parishad of AmericaApr 2024 to Jul 2024
- LyftSep 2023 to Dec 2024
- Editor of Economic Renaissance In Age of Artificial IntelligenceFeb 2018 to Dec 2018
- Oba- Author of New MacroeconomicsMay 2017 to Jan 2018
- Intellisoft TechnologiesMay 2017 to Dec 2017
- Oba - Author of Improving Reliability of Tungsten Plug ViaSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 7062979
- Firm CRD
- 16164