Adviser and broker representative · Transamerica Financial Advisors, LLC
Shakeeb H. Syed
CRD 4384815 · Canton, MA
At a glance
Shakeeb H. Syed 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 Shakeeb’s SEC record dates to 2002, about 24 years ago. Shakeeb is also registered as a broker representative.
Current advisory firm
- Transamerica Financial Advisors, LLCSince February 2023Canton, MA · $2.1B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Shakeeb’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
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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.