Stephanus
Hermanto
Transamerica Financial Advisors, Inc
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About this Advisor
Stephanus Hermanto is a financial advisor based in San Carlos, California with a total of 7 years of industry experience. Hermanto is an advisor for Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, International Business Machines, Covered California Health Insurance Marketplace, Wfg Direct and Lspn Pro, LLC. Hermanto has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California, New Jersey and Texas. Transamerica Financial Advisors, Inc is a business operating out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 advisors. It oversees $2 billion in assets under management across its 59,659 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 18 charitable organizations. Of its 59,659 customer accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets available to invest. Transamerica Financial Advisors, Inc has a diverse set 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 usually depend on which services the firm provides the client. However, fees billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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
Stephanus Hermanto Work History
Stephanus has been registered as a financial advisor for 7 years.*
Wfg Direct
Lspn Pro, LLC
Covered California Health Insurance Marketplace
Transamerica Financial Advisors, Inc
World Financial Group, Inc
International Business Machines
*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 Stephanus Hermanto 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
Irvine, CA
Orem, UT
Bridgeport, MI
Braintree, MA
Pasadena, CA
Colorado Springs, CO
San Antonio, TX
Woodland Hills, CA
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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