Pablo Tavera Echeverri

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

• 01/2018 → 07/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fairfield, CT
• 03/2016 → 01/2018
  Bank Of America, N.A.
  Norwalk, CT
• 01/2018 → 07/2021
  Bank Of America, N.A.
  Fairfield, CT
• 08/2021 → 08/2022
  Citigroup
  Norwalk, CT
• 08/2022 → 01/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Canaan, CT
• 08/2022 → 01/2024
  Bank Of America, N.A.
  New Canaan, CT
• 11/2024 → Present
  Transamerica Investors Securities Corporation
  Norwalk, CT
• 11/2024 → Present
  Transamerica Life Insurance Company
  Norwalk, CT
• 01/2024 → 10/2024
  Self
  Norwalk, CT

Previous Registrations

• 2022-09-02 → 2024-01-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Canaan, CT
• 2021-07-27 → 2022-07-12
  Citigroup Global Markets Inc.
  Norwalk, CT
  Boca Raton, FL
  New York, NY
  Uniondale, NY
  Norwalk, CT
  Fort Mill, SC
  Fairfield, CT
  Stamford, CT
• 2019-03-13 → 2021-08-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fairfield, CT
  New York, NY
  Stamford, CT

Exams

• S66 Uniform Combined State Law Examination
  2019-03-12

Other Names

• Pablo Tavera
• Pablo Tavera Echeverri
• Pablo Taveraecheverri