Anthony Joseph Vandette

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

• 05/2015 → 03/2020
  Citizensbank
  Amherst, NY
• 12/2015 → 03/2020
  Citizens Securities, Inc
  Buffalo, NY
• 03/2020 → 08/2021
  Citizens Securities, Inc
  Canton, MA
• 03/2020 → 08/2021
  Citizens Bank
  Williamsville, NY
• 08/2021 → 10/2021
  Citiizens Securities, Inc
  Westwood, MA
• 08/2021 → 10/2021
  Citizens Bank, Inc
  East Amherst, NY
• 10/2021 → Present
  Transamerica Financial Life Insurance Company
  Getzville, NY
• 06/2023 → Present
  Transamerica Investors Securities Corporation
  Getzville, NY

Previous Registrations

• 2016-11-29 → 2021-10-13
  Citizens Securities, Inc.
  Amherst, NY
  Buffalo, NY
  Albany, NY
  Albany, NY
  West Seneca, NY
  Williamsville, NY
  Syracuse, NY
  East Aurora, NY
  Bethel Park, PA
  Johnston, RI
  Amherst, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-29
• S63 Uniform Securities Agent State Law Examination
  2015-02-13