Stephen Thomas Brantley

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

• 06/2010 → 03/2024
  Fidelity Investments
  Westlake, TX
• 07/2018 → 03/2024
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 09/2024 → Present
  Transamerica Investors Securities Corporation
  Yulee, FL
• 09/2024 → Present
  Transamerica Life Insurance Company
  Yulee, FL
• 04/2024 → 09/2024
  Unemployed
  Yulee, FL

Previous Registrations

• 2018-07-13 → 2024-04-02
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Yulee, FL
• 2012-10-31 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2012-10-26
• S63 Uniform Securities Agent State Law Examination
  2012-05-11