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Sherif Abdel-Ghaffar

1 Year of Experience
Braintree, MA
8 DisclosuresBroker

Sherif Abdel-Ghaffar is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Braintree, MA, with 1 years of industry experience. Sherif is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,735 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1121 advisors
Number of Clients
42,735 clients
Average Client Portfolio
$49K average
Assets Under Management
$2.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

25 Braintree Hill Office Park, Suite 204-A, Braintree, MA, 02184

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History

Regulatory History (8)
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Financial
October 2023
Final
Financial
September 2023
Final
Financial
January 2023
Final
Financial
October 2022
Final
Financial
October 2022
Final
Financial
January 2022
Final
Financial
January 2022
Final
Financial
January 2022
Final
Employment History
Current Registrations
Transamerica Financial Advisors, LLC
October 2025 - Present · 1 yr
Transamerica Financial Advisors, LLCBroker
September 2025 - Present · 1 yr 1 mo
State Registrations6 states
CAFLMANYOHTX
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.
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