Ellicott City, MD Office

Team
Updated today

Client AUM

$2,064,369,837

Clients

42,497

Advisors

4

Of 1,120 advisors across 280 offices

Location

5072 Dorsey Hall Drive, Suite 202

Ellicott City MD 21042

Advisors at this office

4

Advisors at this office

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Eduardo S

Series 65, Series 63

Ellicott City, MD

Transamerica Financial Advisors

Eduardo Solang is a financial advisor with Transamerica Financial Advisors and holds Series 65 and Series 63 licenses. He has one year of experience in the financial industry and concurrently works as a physical therapist's assistant at Coastal Care Physical Therapy Clinic. He also serves in the U.S. Army Reserve as an assistant team leader. Transamerica Financial Advisors provides advisory and broker-dealer services to a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both fee-based wrap programs and commission-based products through proprietary and third-party model portfolios.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Jade C

Series 66

Ellicott City, MD

Transamerica Financial Advisors

Jade Chang is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has six years of industry experience. Prior to joining Transamerica in 2020, Jade has been involved with Dynasty Inc. / DBA JC Pros since 2010, serving as a director in a transportation-related business. Outside of advisory work, Jade is also engaged in health insurance sales for Kaiser Permanente. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, offering integrated retirement plan solutions and affiliated product distribution.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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William S

Series 63, Series 66

Ellicott City, MD

Transamerica Financial Advisors

William Spruill is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and 15 years of industry experience. His work history includes roles at Colonial Life, Transamerica Financial Advisors, HD Vest Investment Services, and Wfgia. Outside of his advisory work, he also works as a rideshare driver for Uber. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and platform sub-advisors, supporting service delivery through multiple program platforms such as Transamerica ONE, TFA365 Advisory Program, and Transamerica ALPHA.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Jianmin Y

Series 63, Series 65

Ellicott City, MD

Transamerica Financial Advisors

Jianmin You is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at People Builders Financial, Inc., Kaiser Permanente, and International Medical Group. He also provides health insurance options through several affiliations, including Donahoe & Associates LLC and IMG. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services. The firm employs a model portfolio approach combined with third-party managers and digital programs, managing approximately $1.7 billion in assets.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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