Scott M West

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

• 09/2015 → 03/2017
  Foreside Fund Services, Llc
  Portland, ME
• 05/2015 → 03/2017
  Acess Distribution Partners, Llc
  Wilmington, DE
• 03/2017 → 05/2018
  Ameriprise Financial Services, Inc
  Exton, PA
• 07/2018 → Present
  Transamerica Retirement Solutions
  Malvern, PA
• 07/2018 → Present
  Transamerica Investors Securities Corporation
  Malvern, PA

Previous Registrations

• 2017-07-13 → 2018-05-18
  Ameriprise Financial Services, Llc
  Exton, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-23
• S63 Uniform Securities Agent State Law Examination
  2013-09-19

Other Names

• Scott Morrow West