Jeff
Hsiao

Transamerica Financial Advisors, Inc

CRD#4478088
Investment Advisor
in Mountain View, CA

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About this Advisor

Jeff Hsiao is a financial advisor working in Mountain View, California who has 11 years of industry experience. Hsiao is an advisor for Transamerica Financial Advisors, Inc. Throughout their career, they have worked at World Financial Group, Inc, Gold Team, LLC, Transamerica Financial Advisors, Inc, Gmt, LLC and Hsiao & Associates. Hsiao maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Transamerica Financial Advisors, Inc is a financial advisory business that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 advisors. It has $2 billion in assets under management across its 59,659 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 18 charities and foundations. Of its 59,659 client accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets. The company provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on the type of services provided. However, fees billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

455 N. Whisman Road Suite 300
Mountain View, CA 94043

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

CA Average: $1,855,561,029
Total Number of Employees

1,235

CA Average: 62
Total Number of Accounts

59,659

CA Average: 2,474
Average Account Size

$30,430

CA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Jeff Hsiao Work History

Jeff has been registered as a financial advisor for 11 years.*

2016 - Present (8 years)

Hsiao & Associates

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2001 - Present (23 years)

World Financial Group, Inc

2014 - 2019 (5 years)

Gmt, LLC

2005 - 2015 (10 years)

Gold Team, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeff Hsiao to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Qi Dong
Plano, TX
James Shoblo
Colorado Springs, CO
Patrick Dailey
Rancho Santa Margarita, CA
Weihua Wu
Irvine, CA
Karen Ahn
Draper, UT
Chad Tacia
San Antonio, TX
Raul Reyes
Woodland Hills, CA
David Winn
Bridgeport, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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