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Erhwei Huang

Transglobal Advisory, LLC

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About Erhwei Huang

Erhwei Huang is an investment advisor representative who has been in the industry since 2018. Erhwei holds Series 3, 7TO, 63, and 65 licenses. Erhwei Huang is registered with Transglobal Advisory, LLC, in California. They have a focus on cash management and estate planning, as well as portfolio management for individuals and businesses.

Firm Information

Erhwei Huang is currently registered with Transglobal Advisory, LLC. Transglobal Advisory, LLC is an investment advisor headquartered in Monrovia, CA. The firm manages approximately $39.9 million in assets for 185 accounts, including individuals, corporations, and pooled investment vehicles. They offer a range of services, including financial planning, pension consulting, portfolio management, and cash management and estate planning.
Transglobal Advisory, LLC

185 W CHESTNUT AVE

MONROVIA, CA 91016

$39.93M

Assets Under Management

Not reported

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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cash management and estate planning

Cash management and estate planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Erhwei Huang’s Registration & Firm History

CA

06/23/2020 - Present

Transglobal Advisory, LLC (MONROVIA CA)

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Licenses & Designations

BC

Issued 07/22/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/16/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/06/2018

Series 30 - NFA Branch Manager Examination

BC

Issued 07/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/16/2020

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2016

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erhwei Huang.
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