Sharon Deng, financial advisor Princeton NJ
93 score

Sharon Deng

CRD Number: 5455476
Current Firm: Transamerica Financial Advisors, Inc.

Sharon Deng (CRD# 5455476) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Princeton, NJ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Setting Up S Corp Princeton, NJ Nov 2014 - Current 2
G2 Biopharma Princeton, NJ Feb 2013 - Current 3
Martin Financial Group Princeton, NJ Jun 2012 - Current 4
Transamerica Financial Advisors, Inc. New York, NY Jan 2012 - Current 4
World Financial Group New York, NY Aug 2007 - Current 9
Sharon Deng, Setting Up S Corp Princeton, NJ Jun 2012 - Aug 2013 1
L2 Global Experts Princeton, NJ Dec 2012 - Feb 2013 < 1
Wgs New York, NY Nov 2007 - Jan 2012 4
Convatec, Inc. Skillman, NJ Aug 2008 - May 2010 1
Bristol Myers Squibb Co Princeton, NJ Aug 2003 - Jul 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Sharon R. Deng
Phone Number: 727-299-1800
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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