Wei Wang
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 Wang is an investment adviser representative with Transamerica Financial Advisors, LLC in Gaithersburg, MD, where they have been registered since 2021. They have worked in the securities industry since 2019. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Maryland.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland
- Broker:
8 states and territories
District of Columbia, Maryland, Massachusetts, Minnesota, Pennsylvania, Tennessee, Virginia, Washington
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.
- Good Driver ClumJun 2026 – no end date reportedPalo Alto, CA
- Transamerica Financial Advisors, IncSep 2018 – no end date reportedGaithersburg, MD
- World Financial Group, Inc.Apr 2017 – no end date reportedGaithersburg, MD
- Cuisine Solutions IncApr 2018 – Jan 2019Sterling, VA
- HomemakerApr 2014 – Apr 2018Washington, DC
- Insurance Marketing CenterNov 2017 – no end date reportedRockville, MD
- International Medical Group, IncNov 2017 – no end date reportedIndianapolis, IN
- Advocate Health LLCJul 2019 – Nov 2019Englewood, FL
- Aetna Inc.Nov 2019 – Jan 2026Hartford, CT
- Insubuy, Inc.Aug 2020 – no end date reportedPlano, TX
- GS National InsuranceSep 2020 – no end date reportedPittsburgh, PA
- HealthshepraJan 2021 – no end date reportedSacramento, CA
- AP Benefit AgentLink LLCOct 2022 – no end date reportedLouisville, KY
- Smart Insurance by Solomon Agency LLCApr 2023 – no end date reportedAnnandale, VA
- Care Rise UnionJan 2025 – no end date reportedGaithersburg, MD
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 Wang 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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