Edward Marrone

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

• 08/2016 → 06/2018
  Usaa Financial Advisors Inc
  Colorado Springs, CO
• 01/2018 → 06/2018
  Usaa Investment Management Company
  San Antonio, TX
• 06/2018 → 06/2020
  Harrison School District 2
  Colorado Springs, CO
• 06/2020 → 01/2022
  American Fidelity Assurance Company
  Oklahoma City, OK
• 02/2022 → Present
  Transamerica Investors Securities Corporation
  Manitou Springs, CO
• 01/2022 → Present
  Transamerica Life Insurance Company
  Manitou Springs, CO

Previous Registrations

• 2018-01-08 → 2018-06-25
  Usaa Investment Services Company
  San Antonio, TX
• 2017-04-20 → 2018-01-08
  Usaa Financial Planning Services
  Colorado Springs, CO

Other Businesses

Airbnb Host, 5 hours per week

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-27
• S63 Uniform Securities Agent State Law Examination
  2020-08-29
• S66 Uniform Combined State Law Examination
  2017-04-18

Other Names

• Edward Robert Marrone
• Edward R Marrone