Robin
Li

Transamerica Financial Advisors, Inc

CRD#6227305
Investment Advisor
in Short Hills, NJ

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About this Advisor

Robin Li is a financial advisor who works in Short Hills, New Jersey, with 6 years of industry experience. Li is an employee of Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Student and Indeed, Inc. Li has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in New Jersey. Transamerica Financial Advisors, Inc is a registered investment business based in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 people on staff. It handles $2 billion in assets among its 59,659 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 18 charities and foundations. Of its 59,659 client accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets. Transamerica Financial Advisors, Inc performs 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 for financial management usually vary depending on the type of services. However, fees billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

830 Morris Turnpike Suite 208
Short Hills, NJ 07078

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

NJ Average: 62
Total Number of Accounts

59,659

NJ Average: 2,474
Average Account Size

$30,430

NJ 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

Robin Li Work History

Robin has been registered as a financial advisor for 6 years.*

2019 - Present (5 years)

Indeed, Inc

2017 - Present (7 years)

Transamerica Financial Advisors, Inc

2013 - Present (11 years)

World Financial Group, Inc

2013 - 2016 (3 years)

Transamerica Financial Advisors, Inc

2013 - 2017 (4 years)

Student

*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 Robin Li 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

Julie Sun
Bellevue, WA
Mark Frank
Englewood, CO
Shih-Sheng Li
Milpitas, CA
Raul Reyes
Woodland Hills, CA
Pamela Rodriguez
San Antonio, TX
Cyler Sanderson
Draper, UT
Diego Conejo
Pasadena, CA
Qi Dong
Plano, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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