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Transamerica Retirement Advisors, LLC CRD 107319
$18.8B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6400 C Street Sw, Cedar Rapids, IA 52499 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Philadelphia | PA | 09/2025 | 04/2026 |
| Transamerica Investors Securities, Llc | Philadelphia | PA | 05/2026 | Present |
| Transamerica Life Insurance Company | Philadelphia | PA | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 07/2018 | 06/2021 |
| Temple University | Philadelphia | PA | 08/2010 | 05/2018 |
| Lpl Financial Llc | Malvern | PA | 03/2024 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yardley, Philadelphia | PA | 06/2021 | 04/2022 |
| 1919 Investment Counsel | Philadelphia | PA | 04/2022 | 01/2024 |
| Wealth Enhancement Group | Malvern | PA | 03/2024 | 08/2025 |
| Wealth Enhancement Advisory Services | Malvern | PA | 03/2024 | 08/2025 |
| Wealth Enhancement Brokerage Services | Malvern | PA | 03/2024 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-01 |
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