Xiaomeng Dai
Investment adviser representative at Transglobal Advisory, LLC
9 yearsExperience
1 stateRegistered in
CFADesignation
$58.3MFirm assets
Are you Xiaomeng Dai? Claim your profile
Contact this firm
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
9 years in the industry.
- Transglobal Advisory, LLCNov 2025 to now
- Independent Financial Group, LLCJan 2025 to Nov 2025
- Wealth Enhancement Brokerage ServicesJul 2024 to Jan 2025
- Wealth Enhancement Advisory ServicesJun 2024 to Jan 2025
- LPL Financial LLCMay 2024 to Jan 2025
- Wealth Enhancement GroupApr 2024 to Jan 2025
- Transglobal Advisory, LLCDec 2023 to Apr 2024
- Icbc (USA) NAOct 2016 to Dec 2023
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7705295
- Firm CRD
- 168709