Abhimanyu Vinayek
Investment adviser representative at Transamerica Financial Advisors, LLC
10 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
10 years in the industry.
- Transamerica Financial Advisors, LLCMar 2026 to now
- The Wealth WaveSep 2025 to now
- World Financial Group Insurance AgencySep 2025 to now
- Capital Sage Wealth ManagementApr 2025 to now
- Secure Income Management LLCJan 2025 to Mar 2026
- Eagle Strategies LLCApr 2024 to Jan 2025
- Nylife Securities LLCSep 2023 to Jan 2025
- New York LifeAug 2023 to Jan 2025
- Heron Therapeutics IncJan 2020 to Aug 2023
- TocagenApr 2019 to Jan 2020
- 1798 Consultants IncMay 2018 to Apr 2019
- Orexigen Therapeutics IncAug 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7771370
- Firm CRD
- 16164