Alec Bing Marshak

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Transamerica Financial Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2022-06-27

OH RA
APPROVED

Since 2022-06-27

Branch Locations

1025 Dublin Road Suite 100, Columbus, OH 43215 • 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

Organization	City	State	From	To
Transamerica Financial Advisors, Inc	Columbus	OH	01/2022	Present
Student	Port Washington	NY	09/2010	06/2017
Student	Columbus	OH	08/2017	05/2021
Kostal Paddle	Port Washington	NY	06/2017	09/2019
Morgan Stanley	Melville	NY	05/2018	08/2018
Keller Williams Excel Realty	Westerville	OH	05/2020	06/2020
Strategic Value Partners Llc	Greenwich	CT	06/2020	07/2020
Transamerica Agency Network	Baltimore	MD	07/2021	Present
United Financial Service	Baltimore	MD	07/2021	Present

01/2022 → Present

Transamerica Financial Advisors, Inc

Columbus, OH
09/2010 → 06/2017

Student

Port Washington, NY
08/2017 → 05/2021

Student

Columbus, OH
06/2017 → 09/2019

Kostal Paddle

Port Washington, NY
05/2018 → 08/2018

Morgan Stanley

Melville, NY
05/2020 → 06/2020

Keller Williams Excel Realty

Westerville, OH
06/2020 → 07/2020

Strategic Value Partners Llc

Greenwich, CT
07/2021 → Present

Transamerica Agency Network

Baltimore, MD
07/2021 → Present

United Financial Service

Baltimore, MD

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc TRANSAMERICA AGENCY NETWORK/Investment Related - Yes; Address:100 Light Street, Baltimore, MD 21202 (850) 422-0274/Life insurance sales/Affiliated Associate/07.2021/160/160/ Insurnace Agent I serve as a licensed life insurance agent helping clients get life insurance coverage UNITED FINANCIAL SERVICE/Investment Related - Yes/100 Light Street, Baltimore, MD 21202 (850)-422-0274/Life insurance sales/Affiliated Associate/07.2021/160/160/I serve as a licensed life insurance agent helping clients get life insurance coverage

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-06-24

S65 Uniform Investment Adviser Law Examination

2022-06-24

View on SEC IAPD