Mark Andrew Schibi

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

• 07/2011 → 12/2016
  Fidelity Brokerage Services Llc
  Covington, KY
• 12/2016 → 10/2018
  Td Ameritrade
  Kenwood, OH
• 12/2018 → 01/2025
  Ubs Financial Services, Inc.
  Cincinnati, OH
• 10/2018 → 11/2018
  Unemployed
  Milford, OH
• 07/2025 → Present
  Transamerica Investors Securities, Llc
  Milford, OH
• 07/2025 → Present
  Transamerica Life Insurance Company
  Milford, OH
• 01/2025 → 07/2025
  N/A
  Milford, OH

Previous Registrations

• 2018-12-21 → 2025-02-18
  Ubs Financial Services Inc.
  Cincinnati, OH
  Milford, OH
• 2017-01-09 → 2018-10-16
  Td Ameritrade, Inc.
  Cincinnati, OH
• 2017-01-09 → 2018-10-16
  Td Ameritrade Investment Management, Llc
  Cincinnati, OH
• 2012-05-02 → 2016-12-08
  Strategic Advisers Llc
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2012-05-07
• S63 Uniform Securities Agent State Law Examination
  2011-10-14