Wei Li
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.
Wei Li is an investment adviser representative with Transamerica Financial Advisors, LLC in Waltham, MA, where they have been registered since 2017, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
- Broker:
3 states and territories
Florida, Maine, Massachusetts
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, IncNov 2017 – no end date reportedWaltham, MA
- World Financial Group, Inc.May 2009 – no end date reportedWaltham, MA
- Feeney Brothers Excavation LLCAug 2002 – Jun 2021Dorchester, MA
- WEI LI, CPAFeb 2002 – Feb 2018Winchester, MA
- FPM LLCFeb 2020 – no end date reportedDorchester, MA
- Bilingual CPA Group LLC (1)Jan 2018 – no end date reportedWoburn, MA
- 73-75 Summer Street LLCJan 2017 – no end date reportedWinchester, MA
- 44-46 Mystic River Road RentalJul 2021 – no end date reportedWinchester, MA
- Artera Services, LLCAug 2002 – Oct 2024Dorchester, MA
- AIOFA Group LLCJan 2018 – no end date reportedWoburn, MA
- Bilingual CPA Group LLCJan 2018 – no end date reportedWoburn, MA
Official records & sources
Data as of August 11, 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. Wei Li 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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