Abhimanyu Vinayek
Investment Adviser Representative at Transamerica Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Abhimanyu Vinayek is an investment adviser representative with Transamerica Financial Advisors, LLC in San Diego, CA, where they have been registered since 2026. They have worked in the securities industry since 2023 and have been registered with 3 firms, including Secure Investment Management, LLC and Eagle Strategies LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
2 states and territories
Arizona, California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Transamerica Financial Advisors, LLCMar 2026 – no end date reportedSan Diego, CA
- World Financial Group Insurance AgencySep 2025 – no end date reportedSan Diego, CA
- The Wealth WaveSep 2025 – no end date reportedSan Diego, CA
- Secure Income Management LLCJan 2025 – Mar 2026Tucson, AZ
- Eagle Strategies LLCApr 2024 – Jan 2025San Diego, CA
- NYLIFE Securities LLCSep 2023 – Jan 2025San Diego, CA
- New York LifeAug 2023 – Jan 2025San Diego, CA
- Heron Therapeutics IncJan 2020 – Aug 2023San Diego, CA
- TocagenApr 2019 – Jan 2020San Diego, CA
- 1798 Consultants IncMay 2018 – Apr 2019San Diego, CA
- Orexigen Therapeutics IncAug 2016 – May 2018San Diego, CA
- Capital Sage Wealth ManagementApr 2025 – no end date reportedSan Diego, CA
- Capital Sage Wealth ManagementApr 2025 – no end date reportedSan Diego, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Transamerica Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,109
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Philadelphia, PA
- SEC file number:
- 801-38618
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Transamerica Financial Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Abhimanyu Vinayek has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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