Suzy Zeng (CRD# 7016903) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Torrance, CA and has over 5 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Chamber | Scottsdale, AZ | Sep 2023 - Current | < 1 |
| Net Law | Louisville, KY | Feb 2023 - Current | 1 |
| Z-choice International LLC | Greenwood Village, CO | Dec 2021 - Current | 2 |
| Legacy Shield | Lauderhill, FL | Dec 2021 - Current | 2 |
| Transamerica Financial Advisors, Inc. | Torrance, CA | Sep 2018 - Current | 5 |
| Beenest Lcc | Greenwood Village, CO | Aug 2018 - Current | 5 |
| World Financial Group, Ia. | Torrance, CA | Jul 2018 - Current | 6 |
| Cherry36 LLC | Greenwood Village, CO | Dec 2021 - Nov 2023 | 1 |
| Global Chamber Denver | Denver, CO | Jan 2019 - Sep 2023 | 4 |
| Foodafit LLC | Greenwood Village, CO | Jan 2019 - Mar 2023 | 4 |
| University Of Denver | Denver, CO | Jan 2018 - Mar 2023 | 5 |
| Food Innovation Design LLC | Greenwood Village, CO | Dec 2017 - Mar 2023 | 5 |
| Net Law | Louisville, KY | Feb 2019 - Dec 2022 | 3 |
| Rocky Mountain Chinese American Association | Centennial, CO | May 2018 - Dec 2022 | 4 |
| Colorado Business Women | Englewood, CO | Mar 2019 - Dec 2021 | 2 |
| Holistic Health And Wealth | Greenwood Village, CO | Jul 2018 - Aug 2018 | < 1 |
| Whitewave Foods Company | Broomfield, CO | Sep 2009 - Dec 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2018 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- CA
- CO
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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