Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
30yrs
Andy Weng
Financial advisor at Transamerica Financial Advisors
Andy Weng is a fiduciary financial advisor in Bellevue, Washington, with 30 years in the industry. Andy joined Transamerica Financial Advisors in 2012, after three years at Investment Advisors International. Transamerica Financial Advisors offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top 12% by experience at Transamerica Financial Advisors
Office13010 NE 20th St Suite 100, Bellevue, WA 98005
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?2 states
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowTransamerica Financial Advisors, LLCCurrent firm
- 2009 – 2012Investment Advisors International, Inc.Previously
Contact Andy
(770) 248-3271Firm headquarters in Philadelphia, PA. Ask for Andy. 13010 NE 20th St Suite 100Bellevue, WA 98005Office · Get directions LinkedIn pageTransamerica Financial Advisors
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Questions to ask Andy
Tailored to Andy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Andy
How do I contact Andy?
Call Transamerica Financial Advisors at (770) 248-3271 and ask for Andy Weng. Andy works from the Bellevue, WA office.
How long has Andy been a financial advisor?
Andy has been in the industry since 1997, about 30 years. Top 12% by experience at Transamerica Financial Advisors.
What licenses does Andy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Andy a fiduciary?
Andy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andy paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Andy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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