Robert J Schweitzer

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

• 06/2021 → 11/2023
  Fidelity Investments
  Covington, KY
• 08/2019 → 04/2021
  Kerry Chevrolet-Geo Inc
  Alexandria, KY
• 12/2018 → 03/2019
  Dhl Express
  Erlanger, KY
• 08/2018 → 08/2019
  Amazon.COm Inc.
  Hebron, KY
• 03/2017 → 07/2017
  Cintas Corporation
  Erlanger, KY
• 07/2017 → 07/2018
  Dv Smiles Llc
  Buckeye, AZ
• 03/2016 → 03/2017
  Montgomery Inn Boathouse
  Cincinnati, OH
• 06/2013 → 06/2017
  Dixie Heights High School
  Edgewood, KY
• 06/2017 → 06/2018
  Arizona State University
  Tempe, AZ
• 06/2018 → 06/2019
  Northern Kentucky University
  Highland Heights, KY
• 06/2024 → Present
  Transamerica Investors Securities Corporation
  Phoenix, AZ
• 11/2023 → 06/2024
  Unemployed
  Covington, KY
• 06/2024 → Present
  Transamerica Life Insurance Company
  Phoenix, AZ

Previous Registrations

• 2022-10-04 → 2023-12-04
  Fidelity Personal And Workplace Advisors
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2022-09-28
• S63 Uniform Securities Agent State Law Examination
  2022-04-19

Other Names

• Robert Joesph Schweitzer
• Robert Schweitzer