Apekshit
Mulay

Transamerica Financial Advisors, Inc

CRD#7062979
Investment Advisor
in Plano, TX

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About this Advisor

Apekshit Mulay is a financial advisor based in Plano, Texas, working with Transamerica Financial Advisors, Inc. Apekshit has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Intellisoft Technologies, Mulay's Consultancy Services, and several other organizations. Apekshit has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Apekshit is part of Transamerica Financial Advisors, Inc, which operates out of Plano, Texas. 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

3242 Preston Road Suite 100
Plano, TX 75093

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

TX Average: 62
Total Number of Accounts

45,001

TX Average: 2,474
Average Account Size

$35,987

TX Average: $750,025

Investment Advisory Services

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

Apekshit Mulay Work History

2024 - Present (0 year)

Dallas Fort Worth Chapter Of Vishwa Hindu Parishad Of America

2023 - Present (1 year)

Carvertise

2023 - Present (1 year)

Lyft

2023 - Present (1 year)

Carvertise

2023 - Present (1 year)

Lyft

2023 - Present (1 year)

Flying Metals

2022 - Present (2 years)

The Enrollment Store

2022 - Present (2 years)

Insubuy, LLC

2021 - Present (3 years)

Airbnb Rental

2018 - Present (6 years)

Transamerica Financial Advisors, Inc

2014 - Present (10 years)

Mulay'S Consultancy Services

2013 - Present (11 years)

World Financial Group, Inc

2013 - Present (11 years)

Mulay'S Consultancy Service

2018 - 2018 (< 1 year)

Editor Of Economic Renaissance In Age Of Artificial Intelligence

2017 - 2017 (< 1 year)

Intellisoft Technologies

2017 - 2018 (1 year)

Oba- Author Of New Macroeconomics

2016 - 2016 (< 1 year)

Oba- Author Of How Information Revolution Remade The Business

2016 - 2016 (< 1 year)

Oba - Author Of Improving Reliability Of Tungsten Plug Via

2015 - 2015 (< 1 year)

Oba- Author Of Sustaining Moore'S Law

2014 - 2014 (< 1 year)

Oba- Author Of Mass Capitalism A Blueprint For Economic Revival

Disclosures

Please visit the SEC profile of Apekshit Mulay 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

Steven Smith
Portland, OR
Derek Thompson
New York, NY
Sergio Xula
Villa Park, IL
Jonathan Fonash
Cedar Rapids, IA
Angel Vidal
Port Jefferson Station, NY
Junwei Liu
West Covina, CA
Robin Corley
Falls Church, VA
Stephen Short
Ontario, CA

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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