Michael Romanoski

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

• 04/2010 → 11/2016
  Pnc Investments
  New London, OH
• 10/2009 → Present
  Koru Fiber & Dairy
  Wellington, OH
• 01/2017 → Present
  Transamerica Investors Securities Corporation
  Wellington, OH
• 01/2017 → Present
  Transamerica Retirement Solutions
  Wellington, OH

Previous Registrations

• 2010-05-20 → 2016-12-14
  Pnc Wealth Management Llc
  Olmsted Falls, OH
  Westlake, OH
  New London, OH
  Sheffield, OH
  N. Olmsted, OH
• 2007-02-09 → 2008-06-13
  Ubs Financial Services Inc.
  Beachwood, OH
  Cleveland, OH
• 2003-05-21 → 2007-02-09
  Keybanc Capital Markets Inc.
  Beachwood, OH
  Beachwood, OH

Other Businesses

KORU FIBER & DAIRY; NOT INVESTMENT RELATED; 27550 CLARK RD., WELLINGTON, OH 44090; BREEDING AND SALE OF LIVESTOCK, FIBER, VALUE ADDED FARM PRODUCTS, KNITTING & SPINNING NOTIONS AND EDUCATION; OWNER/PARTNER; 10/2009; APPROX 40-50 HOURS PER MONTH - NONE DURING TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2013-03-26
• S63 Uniform Securities Agent State Law Examination
  1999-06-11
• S65 Uniform Investment Adviser Law Examination
  1998-10-27

Other Names

• Michael John Romanoski