Simon Kyung Woo
Investment adviser representative at Transamerica Financial Advisors, LLC
12 yearsExperience
3 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Simon Kyung Woo? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- TickpickApr 2026 to now
- EbayFeb 2026 to now
- Transamerica Financial Advisors, IncDec 2024 to now
- WfgiaFeb 2022 to now
- Ezlink MediaSep 2023 to Apr 2024
- Digitalbridge Group IncJan 2023 to Jun 2024
- Cottonwood ManagementOct 2021 to Jan 2023
- Dimensional Fund AdvisorsMar 2020 to Oct 2021
- Pricewaterhousecoopers LLPJul 2019 to Mar 2020
- StudentDec 2014 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (CA, NJ, 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
- 8022932
- Firm CRD
- 16164