Kyle Robert Vella

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

• 09/2007 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 07/2011 → 10/2021
  Bank Of America, N.A.
  Jacksonville, FL
• 07/2023 → Present
  Transamerica Investors Securities Corporation
  Saint Augustine, FL
• 03/2023 → Present
  Hampton Golf
  Saint Augustine, FL
• 10/2021 → 03/2023
  Unemployed
  Saint Augustine, FL
• 07/2023 → Present
  Transamerica Life Insurance Company
  Saint Augustine, FL

Previous Registrations

• 2008-07-08 → 2021-10-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

name of the other business: Hampton Golf (Stillwater Golf and Country Club) whether the business is investment-related: No the address of the other business: 1188 Stillwater Blvd., St. Johns, FL 32259 the nature of the other business: Golf course - exercise/leisure activity your position: Outside Golf Operations Staff Member title, or relationship with the other business: Employee the start date of your relationship: 03/30/2023 the approximate number of hours/month you devote to the other business: 32 the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: Outside golf operations staff member. Clean and prepare golf carts, check in/out golfers, attend to driving range.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-01
• S63 Uniform Securities Agent State Law Examination
  2007-12-03

Other Names

• Kyle R Vella
• Kyle Vella