Apekshit Mulay, financial advisor Plano TX

Apekshit Mulay

CRD Number: 7062979
Current Firm: Transamerica Financial Advisors, Inc.

Apekshit Mulay (CRD# 7062979) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
The Enrollment Store Plan0, TX Nov 2022 - Current < 1
Insubuy, LLC Plano, TX Nov 2022 - Current < 1
Airbnb Rental Dallas, TX Apr 2021 - Current 1
Transamerica Financial Advisors, Inc. Plano, TX Nov 2018 - Current 4
Mulay's Consultancy Services Plano, TX May 2014 - Current 8
World Financial Group, Inc. Plano, TX May 2013 - Current 9
Mulay's Consultancy Service Dallas, TX Apr 2013 - Current 9
Editor Of Economic Renaissance In Age Of Artificial Intelligence Tustin, CA Feb 2018 - Dec 2018 < 1
Oba- Author Of New Macroeconomics Tustin, CA May 2017 - Jan 2018 < 1
Intellisoft Technologies Irving, TX May 2017 - Dec 2017 < 1
Oba - Author Of Improving Reliability Of Tungsten Plug Via Tustin, CA Sep 2016 - Dec 2016 < 1
Oba- Author Of How Information Revolution Remade The Business Tustin, CA Jan 2016 - Aug 2016 < 1
Oba- Author Of Sustaining Moore's Law Tustin, CA Jan 2015 - Sep 2015 < 1
Oba- Author Of Mass Capitalism A Blueprint For Economic Revival Tustin, CA Aug 2014 - Nov 2014 < 1
Evans Analytical Group Irvine, CA Jun 2013 - Apr 2014 < 1
Microtech Analytical Laboratories Plano, TX Mar 2012 - May 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2019
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for Apekshit Mulay
Phone Number: 727-299-1800
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    1,759
    MILLIONS
  • Total Number of Accounts
    50,030
    ACCOUNTS
  • Average Account Value
    $35,152
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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