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Hang Dong

Transglobal Advisory, LLC

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About Hang Dong

Hang Dong is an Investment Advisor Representative registered with Transglobal Advisory, LLC. Hang has been in the industry since 2019 and holds Series 7TO, Series 63 and Series 65 licenses. Hang provides investment advisory services to a variety of clients including individuals, businesses, charitable organizations, and pooled investment vehicles. Hang's areas of expertise include financial planning, portfolio management, cash management, and estate planning.

Firm Information

Hang Dong 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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Hang Dong’s Registration & Firm History

MA

07/18/2023 - Present

Transglobal Advisory, LLC (Worcester MA)

CA

08/24/2019 - 12/19/2022

GLOBALINK SECURITIES, INC. (PASADENA CA)

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Licenses & Designations

BC

Issued 08/09/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/06/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hang Dong.
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