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Gang Lu

11 Years of Experience
BrokerSells Insurance

Gang Lu is a registered investment advisor, based in Woodbury, NY, with 11 years of industry experience.

Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gang sells insurance and non-insurance products for Transamerica Financial Advisors, Inc. affiliated companies, doing business as Wealthwave. Gang also owns Omniwealth LLC, created for tax purposes, dedicating about a quarter of his time to it.

Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
February 2026 - Present · 2 mos
Consolidated Portfolio Review CORP
February 2026 - Present · 2 mos
Previous Registrations
Transamerica Financial Advisors, LLC
April 2014 - February 2026 · 11 yrs 10 mos
Transamerica Financial Advisors, LLCBroker
March 2014 - February 2026 · 11 yrs 11 mos
State Registrations9 states
CAINMDMEMNNVNYOHTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gang Lu - Financial Advisor | TrueAdvisor