Sherif Abdel-ghaffar
Investment adviser representative at Transamerica Financial Advisors, LLC
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- Dynex Group Benefits Solutions LLCMar 2026 to now
- Dynamic ExpansionOct 2025 to now
- Transamerica Financial Advisors, LLCAug 2025 to now
- InheritguardOct 2022 to now
- Revolution Financial ManagementJun 2019 to now
- World Financial Group, Inc.Jun 2019 to now
- At&t MobileAug 2024 to May 2025
- TrendiefindsAug 2024 to Sep 2024
- Northeastern UniversityJul 2023 to Jul 2025
- Exp RealtyMay 2023 to Jul 2023
- BettrincomeNov 2022 to May 2025
- Keller WilliamsMay 2022 to Apr 2023
- Clear FinancialJun 2020 to Jul 2024
- Apr FreeJan 2020 to Dec 2020
- Debtmerica, LLCNov 2019 to Dec 2020
- Lyft, Inc.Jan 2018 to Mar 2019
- Uber Technologies, Inc.Jan 2018 to Mar 2019
- Boston Bayside PropertiesDec 2017 to Apr 2022
- Success Real EstateMar 2017 to Dec 2017
- Verizon WirelessAug 2011 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 8152772
- Firm CRD
- 16164