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Ryan Thomas Merrell

Transamerica Retirement Advisors, LLC

Palm City, FL

CRD 4468943

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Employer firm

Transamerica Retirement Advisors, LLC CRD 107319

$18.8B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Transamerica Retirement Advisors, Llc

6400 C Street Sw, Cedar Rapids, IA 52499 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2014-05-08
  • FL RA
    APPROVED
    Since 2014-05-08

Branch Locations

Palm City, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Diversified Investment Advisors Miami FL 12/2009 Present
Diversified Investors Securities Corp. Miami FL 01/2010 Present
  • 12/2009 → Present
    Diversified Investment Advisors
    Miami, FL
  • 01/2010 → Present
    Diversified Investors Securities Corp.
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-11
  • S66 Uniform Combined State Law Examination
    2002-01-11
Designations
  • Certified Financial Planner

View on SEC IAPD

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