Declan Costello

Transamerica Retirement Advisors, LLC

CRD 7092888

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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:

Current Employers

Transamerica Retirement Advisors, Llc

6400 C Street Sw, Cedar Rapids, IA 52499 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-06-11

NY RA
APPROVED

Since 2024-06-11

Branch Locations

Beacon, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Goldman Sachs	Cohoes	NY	06/2021	05/2024
Northwestern Mutual	Poughkeepsie	NY	05/2019	10/2020
Full Time Education	New Paltz	NY	08/2016	05/2020
Empire Wealth Strategies	New York	NY	10/2020	03/2021
Transamerica Investors Securities Corporation	Beacon	NY	06/2024	Present
Transamerica Financial Life Insurance Company	Beacon	NY	05/2024	Present

06/2021 → 05/2024

Goldman Sachs

Cohoes, NY
05/2019 → 10/2020

Northwestern Mutual

Poughkeepsie, NY
08/2016 → 05/2020

Full Time Education

New Paltz, NY
10/2020 → 03/2021

Empire Wealth Strategies

New York, NY
06/2024 → Present

Transamerica Investors Securities Corporation

Beacon, NY
05/2024 → Present

Transamerica Financial Life Insurance Company

Beacon, NY

Previous Registrations

2022-01-03 → 2024-05-31

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-12-30

S66 Uniform Combined State Law Examination

2021-12-30

View on SEC IAPD

More in Beacon, NY

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