Gregg William Holgate

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 01/2017
  Voya Financial Advisors
  West Chester, PA
• 03/2017 → 07/2023
  Lincoln Financial Advisors
  Radnor, PA
• 07/2024 → Present
  Transamerica Investors Securities Corporation
  West Chester, PA
• 02/2024 → 07/2024
  Philadelphia Union Foundation (Aka Keystone Sports Entertainment
  Chester, PA
• 08/2023 → 01/2024
  Unemployed
  West Chester, PA
• 07/2024 → Present
  Transamerica Life Insurance Company
  West Chester, PA

Previous Registrations

• 2017-03-27 → 2023-08-21
  Osaic Fa, Inc.
  Radnor, PA
  Radnor, PA
  Fort Wayne, IN
• 2014-02-24 → 2017-01-27
  Voya Financial Advisors, Inc.
  West Chester, PA
  Irvine, CA
• 2003-10-17 → 2014-02-25
  Voya Financial Partners, Llc
  Tallahassee, FL
  Tallahassee, FL
  Tampa, FL
  Tallahassee, FL
  West Chester, PA

Exams

• S66 Uniform Combined State Law Examination
  2000-06-20