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.
- Transamerica Financial Advisors, LLCOct 2025 to now
- WfgiaOct 2024 to now
- American Airlines Group Inc.Feb 2023 to now
- UnemployedSep 2022 to Feb 2023
- National AirlinesJun 2022 to Sep 2022
- FedexMar 2020 to May 2022
- 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