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Chunlong Yang

Transamerica Financial Advisors, LLC

Great Neck, NY

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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-12
  • NY RA
    APPROVED
    Since 2026-01-12

Branch Locations

111 Great Neck Rd., Great Neck, NY 11021 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors Great Neck NY 07/2020 Present
World Financial Group, Inc. Great Neck NY 10/2015 Present
Allscripts Information Technology Company New Hyde Park NY 11/2014 04/2022
Altera Digital Health New Hype Park NY 05/2022 11/2023
  • 07/2020 → Present
    Transamerica Financial Advisors
    Great Neck, NY
  • 10/2015 → Present
    World Financial Group, Inc.
    Great Neck, NY
  • 11/2014 → 04/2022
    Allscripts Information Technology Company
    New Hyde Park, NY
  • 05/2022 → 11/2023
    Altera Digital Health
    New Hype Park, NY
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-12
S63 Uniform Securities Agent State Law Examination 2020-11-14
  • S65 Uniform Investment Adviser Law Examination
    2026-01-12
  • S63 Uniform Securities Agent State Law Examination
    2020-11-14
Other Names
  • Alan Yang

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GREAT NECK, NY
STONE HILL FIDUCIARY MANAGEMENT, LLC · GREAT NECK, NY
PALUMBO WEALTH MANAGEMENT LLC · GREAT NECK, NY
ALLSTATE FINANCIAL ADVISORS, LLC · Manhasset, NY
WEALTHUNITE ADVISORS, LLC · MANHASSET, NY
HALO INVESTMENT SERVICES, LLC · MANHASSET, NY
MSM FINANCIAL STRATEGIES · MANHASSET, NY
KPOINT CAPITAL LLC · MANHASSET, NY

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