Transglobal Advisory, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 168709
- SEC number
- 801-129096
- Firm type
- RIA
- Assets under management
- $58.3M as of Jun 17, 2026
- Website
- www.transglobalus.com ↗
- Phone
- 626-447-7888
- Address
- 185 W Chestnut Ave, Monrovia, CA, 91016
Advisors at this firm
31 in our index · page 1 of 1
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Pay-Min Irene ChangCRD 2299701 · Monrovia, CAIA RegisteredBroker
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Francis ChoyCRD 7037695 · Houston, TXIA RegisteredBroker
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Xiaomeng DaiCRD 7705295 · Monrovia, CAIA RegisteredRegistration inactive
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Hang DongCRD 7166803 · Worcester, MAIA RegisteredBroker
-
Qi FangCRD 7325196 · Monrovia, CAIA RegisteredBroker
-
Xin GuoCRD 6547597 · Monrovia, CAIA RegisteredBroker
-
Philip Chengkuo HuCRD 2576527 · Monrovia, CAIA RegisteredBroker
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Patricia W HarrisCRD 7089287 · Devens, MAIA RegisteredBroker
-
Jamie HassCRD 7239383 · Cary, NCIA RegisteredBroker
-
Bin HuangCRD 8287247 · Flushing, NYIA Registered
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Erhwei HuangCRD 6930684 · Monrovia, CAIA RegisteredBroker
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Joseph Hsioh-Tsuei LeeCRD 1215252 · Monrovia, CAIA RegisteredBrokerDisclosure event(s) on record
-
Shuning LiCRD 6951329 · Duluth, GAIA RegisteredBroker
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Bill Jian-Ting LiauCRD 5693677 · Monrovia, CAIA RegisteredBroker
-
Shiou-Ing Diane LiouCRD 4436524 · Monrovia, CAIA RegisteredBroker
-
Michael Junhua LiaoCRD 4278425 · Monrovia, CAIA RegisteredBrokerDisclosure event(s) on record
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Jing LiuCRD 8227833 · Chicago, ILIA Registered
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Shang Chen LuCRD 7828228 · Taipei CityIA Registered
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Yao LuCRD 7515178 · Monrovia, CAIA Registered
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Lin PanCRD 7699441 · Livingston, NJIA RegisteredBroker
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Sumant Sharad PendharkarCRD 6758036 · Los Altos, CAIA Registered
-
Jierui ShenCRD 5294139 · Needham, MAIA RegisteredBroker
-
Yong WangCRD 7336815 · Monrovia, CAIA RegisteredBroker
-
Zhuoli WangCRD 6296782 · Monrovia, CAIA RegisteredBroker
-
Jihruey WangCRD 7533828 · Monrovia, CAIA RegisteredRegistration inactive
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Pingzhi WangCRD 8180972 · Monrovia, CAIA Registered
-
Yang Li WuCRD 7113649 · Cary, NCIA RegisteredBroker
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Yan YanCRD 5931690 · Edison, NJIA Registered
-
Lu YuCRD 6216026 · Monrovia, CAIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Chongfen ZhangCRD 7555465 · Fremont, CAIA RegisteredBroker
-
Yu ZhangCRD 7902271 · King Of Prussia, PAIA Registered
1–31 of 31
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 168709 ↗
FINRA BrokerCheck record for firm CRD 168709 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.