Sharon DengCRD 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.
Fxp Advisory Services
Brighton Financial Planning
Academy Wealth Advisers, LLC
|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|
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
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