Adviser and broker representative · Transglobal Advisory, LLC
Xin Guo
CRD 6547597 · Monrovia, CA
At a glance
Xin Guo is an investment adviser representative with Transglobal Advisory, LLC in Monrovia, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Xin’s SEC record dates to 2020, about 6 years ago. Xin is also registered as a broker representative.
Current advisory firm
- Transglobal Advisory, LLCSince March 2020Monrovia, CA · $58M in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Xin’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
- Locked
- 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.
More at Transglobal Advisory, LLC
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- Qi FangMonrovia
- Bowen GuanMonrovia · Certified Financial Planner
- Patricia W. HarrisMonrovia · Certified Financial Planner
- Jamie HassMonrovia · Certified Financial Planner
- Philip C. HuMonrovia · Certified Financial Planner
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