Shenghao Song, financial advisor Morrisville NC

Shenghao Song

CRD Number: 6590379
Current Firm: Transamerica Financial Advisors, Inc.

Shenghao Song (CRD# 6590379) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Morrisville, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fluent Language Solutions Charlotte, NC May 2018 - Current 3
Melody Song, Cpa Chapel Hill, NC Jan 2017 - Current 4
Transamerica Financial Advisors, Inc. Morrisville, NC Dec 2015 - Current 5
Siton Realty Cary, NC Jul 2015 - Current 6
World Financial Group, Inc. Morrisville, NC Jan 2014 - Current 7
Romeo Wiggins & Company, LLP Raleigh, NC Nov 2012 - Jun 2015 2
Unemployed Chapel Hill, NC May 2011 - Nov 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2016
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for Shenghao M. Song
Phone Number: 727-299-1800
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • 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
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

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