Shu-hsin HsiehCRD Number: 6222434
Current Firm: Transamerica Financial Advisors, Inc.
Shu-hsin Hsieh (CRD# 6222434) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Malvern, PA and has over 3 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|Transamerica Financial Advisors, Inc.||Malvern, PA||Jul 2013 - Current||4|
|World Financial Group, Inc.||Malvern, PA||May 2012 - Current||5|
|Pfizer Inc.||Peapack, NJ||Feb 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2013|
|S65||NASAA Investment Advisors Law Examination||Oct 2013|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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