Sharon
Deng

Transamerica Financial Advisors, Inc

CRD#5455476
Investment Advisor
in Princeton, NJ

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About this Advisor

Sharon Deng is a financial advisor based in Princeton, New Jersey, working with Transamerica Financial Advisors, Inc. Sharon has previously held positions at Wfgia, Transamerica Financial Advisors, Inc, Martin Financial Group, G2 Biopharma, Setting Up S Corp, Penn Mutual, and Pacific Life. Sharon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Sharon is part of Transamerica Financial Advisors, Inc, which operates out of Princeton, New Jersey. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

4390 Us Highway 1 Suite 202
Princeton, NJ 08540

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

NJ Average: 62
Total Number of Accounts

45,001

NJ Average: 2,474
Average Account Size

$35,987

NJ Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Sharon Deng Work History

2023 - Present (1 year)

Penn Mutual

2023 - Present (1 year)

Pacific Life

2014 - Present (10 years)

Setting Up S Corp

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2012 - Present (12 years)

Martin Financial Group

2007 - Present (17 years)

Wfgia

2013 - 2016 (3 years)

G2 Biopharma

Disclosures

Please visit the SEC profile of Sharon Deng 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

Kristine Gillard
Saint Petersburg, FL
Stephen Short
Ontario, CA
Gregory Clingerman
Dayton, OH
Jennifer Lewis
Cincinnati, OH
Angel Vidal
Port Jefferson Station, NY
Khaled Mheisen
Troy, MI
Derek Thompson
New York, NY
Timothy Francis
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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