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Steven Clifford Whiting ii

Investment adviser representative at Transamerica Financial Advisors, LLC
14 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

14 years in the industry.

  1. Transamerica Financial Advisors, LLCOct 2025 to now
  2. WfgiaOct 2024 to now
  3. American Airlines Group Inc.Feb 2023 to now
  4. UnemployedSep 2022 to Feb 2023
  5. National AirlinesJun 2022 to Sep 2022
  6. FedexMar 2020 to May 2022
  7. United AirlinesJan 2012 to Feb 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (IL).

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
8182020
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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