Jiayu
Huang
Transamerica Financial Advisors, Inc
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About this Advisor
Jiayu Huang is a financial advisor working in Flushing, New York with a total of 2 years of industry experience. Huang works at Transamerica Financial Advisors, Inc. Over the course of their career, Huang has held roles at Metlife Securities Inc, Smart Capital Investment Group, Reanda Certified Public Accountants, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Ny Resource Co Inc and Student. Huang maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Transamerica Financial Advisors, Inc is a registered investment company that has its headquarters in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 employees. It controls $2 billion in assets between its 59,659 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 18 charitable organizations. Of its 59,659 customer accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets. Transamerica Financial Advisors, Inc has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees usually depend on the type of services offered. Fees charged 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
Jiayu Huang Work History
Jiayu has been registered as a financial advisor for 2 years.*
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Ny Resource Co Inc
Transamerica Financial Advisors, Inc
Metlife Securities Inc
Smart Capital Investment Group
Reanda Certified Public Accountants
Student
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 Jiayu Huang 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
San Jose, CA
Englewood, CO
Bridgeport, MI
Colorado Springs, CO
Draper, UT
Pasadena, CA
Woodland Hills, CA
San Antonio, 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.
