Michael Mastillo

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → Present
  Transamerica Financial Advisors, Inc
  Allentown, PA
• 11/2016 → Present
  Transamerica Agency Network
  Allentown, PA
• 09/2014 → 11/2016
  The Assurance Group
  Archdale, NC
• 01/2017 → Present
  United Financial Services
  Baltimore, MD

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. TRANSAMERICA Agency Network/Investment Related - Yes/7540 Windsor drive, suite 109 Allentown PA 18195 (610)391-0999/insurance sales/managing director/11.2016/80/80/recruit and drive sales UNITED FINANCIAL SERVICES/Investment Related - No/100 light street Baltimore MD 21202 (410)385-5990 /entity that pays all 1099 commissions for Transamerica/managing director/01.2017/10/0/they manage commissions for the sales that my agents produce as 1099 income

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-20
• S63 Uniform Securities Agent State Law Examination
  2019-02-11