Simon Kyung Woo

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2022 → Present
  Wfgia
  Los Angeles, CA
• 12/2024 → Present
  Transamerica Financial Advisors, Inc
  Los Angeles, CA
• 12/2014 → 07/2019
  Student
  Chestnut Hill, MA
• 07/2019 → 03/2020
  Pricewaterhousecoopers Llp
  San Francisco, CA
• 03/2020 → 10/2021
  Dimensional Fund Advisors
  Santa Monica, CA
• 10/2021 → 01/2023
  Cottonwood Management
  Los Angeles, CA
• 01/2023 → 06/2024
  Digitalbridge Group Inc
  Los Angeles, CA
• 09/2023 → 04/2024
  Ezlink Media
  Culver City, CA
• 02/2026 → Present
  Ebay
  Culver City, CA
• 04/2026 → Present
  Tickpick
  Culver City, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. EBAY POSITION: Owner NATURE: Selling Sports Cards on Ebay INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/17/2026 ADDRESS: 3203 Raintree Circle, CULVER CITY CA 90230, United States DESCRIPTION: I have purchased many boxes of baseball cards over my last 5 years. I would like to start selling some cards on ebay for cash. This is not a long term business idea. Just as a way to get rid of my cards. TICKPICK POSITION: User NATURE: Baseball Ticket Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2026 ADDRESS: 3203 Raintree Circle, Culver City CA 90230, United States DESCRIPTION: I own season tickets for the Los Angeles Dodgers. When I am not capable of attending these games, I plan to sell the tickets on Tickpick/Stubhub. Not related to securities business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-21
• S63 Uniform Securities Agent State Law Examination
  2024-12-23