Kanwar Preet Takhtar

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

• 01/2015 → 12/2022
  Allscripts Managed Services Llc
  Melville, NY
• 01/2023 → 12/2025
  Altera Digital Health
  Melville, NY
• 07/2024 → Present
  Wfgia
  New York, NY
• 01/2026 → Present
  Northwell Health
  Melville, NY
• 03/2026 → Present
  Transamerica Financial Advisors
  New York, NY
• 01/2026 → Present
  Northwell Health
  Melville, NY

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Northwell Health Investment Related? No 3 Huntington Quadrangle | Melville, NY 11747 Manager IT Systems Start date 1/2026 160 hours per month, 6.5 hours per day during trading. NORTHWELL HEALTH POSITION: IT Manager NATURE: I work as a manager supporting IT systems for Northwell Health. IT systems that i manage are Procurement and Financial Transactions systems. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 01/04/2026 ADDRESS: 3 Hungtington Quadrangle, Suite 103N, Melville NY 11747, United States DESCRIPTION: I work as a manager supporting IT systems for Northwell Health. IT systems that I manage are Procurement and Financial Transactions systems.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-13
• S63 Uniform Securities Agent State Law Examination
  2026-04-08

Other Names

• Kanwar Singh