Sonny Hoang, financial advisor Flushing NY

Sonny Hoang

CRD Number: 6432436
Current Firm: Transamerica Financial Advisors, Inc.

Sonny Hoang (CRD# 6432436) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Flushing, NY and has over 9 years of experience in the finance industry.

Similar Advisors
Michael Kay, financial advisor Flushing NY
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
David Fowler, financial advisor Flushing NY
David A. Fowler
CRD# 5146297
Origin Investment Advisory LLC
Similar Advisors
Deva Panambur,  CFA®, CFP®, financial advisor Flushing NY
Deva Panambur, CFA®, CFP®
CRD# 4632189
Sarsi, LLC
Company Name Location Dates Years
Center For Family Support/ Cfs Floral Park, NY Jul 2023 - Current < 1
Senior Services Of North America Melville, NY Oct 2020 - Current 3
Transamerica Financial Advisors, Inc. Flushing, NY Dec 2014 - Current 9
Entertainment Partners / Gep Centcast LLC Burbank, CA Dec 2014 - Current 9
World Financial Group, Inc. Flushing, NY Mar 2014 - Current 10
Level Group New York, NY Apr 2019 - Nov 2022 3
Sonny Hoang New York, NY Jul 2018 - Apr 2022 3
Sonny Hoang New York, NY Jul 2018 - Apr 2022 3
Jis Interpreting New York, NY Jul 2016 - Apr 2022 5
Samuel Realty LLC New York, NY Apr 2016 - Apr 2022 6
Vipkids San Mateo, CA Jul 2018 - Jan 2021 2
Nbc Universal Talent Partners New York, NY Oct 2015 - Apr 2016 < 1
Point Nyc Real Estate New York, NY Sep 2015 - Apr 2016 < 1
The Brand Experience Cincinnati, OH Sep 2015 - Apr 2016 < 1
Charles Rutenberg The Smart Broker New York, NY Mar 2011 - Apr 2016 5
Talent Partners Chicago, IL Jan 1997 - Oct 2014 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2015
S65 NASAA Investment Advisors Law Examination Apr 2022
Contact Info for Sonny Hoang
Phone Number: 727-299-1800
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    1,619
    MILLIONS
  • Total Number of Accounts
    45,001
    ACCOUNTS
  • Average Account Value
    $35,987
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.