Adviser and broker representative · Transamerica Financial Advisors, LLC
Bernard K. Mensah
CRD 5747483 · Canton, MA
At a glance
Bernard K. Mensah is an investment adviser representative with Transamerica Financial Advisors, LLC in Canton, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bernard’s SEC record dates to 2017, about 8 years ago. Bernard is also registered as a broker representative. Designations on file: Personal Financial Specialist.
Current advisory firm
- Transamerica Financial Advisors, LLCSince September 2025Canton, MA · $2.1B in regulatory assets
SEC adviser record
- Registered since
- 2017 (8 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Bernard’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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