Zoe Jacqueline Derr

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

• 04/2022 → 11/2024
  Equitable Advisors, Llc
  New York, NY
• 05/2020 → 02/2022
  Hesselson'S
  Elmira Heights, NY
• 05/2019 → 03/2020
  Pastricks Sporting Goods
  Elmira Heights, NY
• 08/2014 → 05/2019
  Unemployed
  Horseheads, NY
• 03/2020 → 05/2020
  Unemployed
  Elmira, NY
• 02/2022 → 04/2022
  Unemployed
  Churchville, NY
• 02/2025 → Present
  Transamerica Investors Securities, Llc
  El Paso, TX
• 02/2025 → Present
  Transamerica Life Insurance Company
  El Paso, TX

Previous Registrations

• 2022-07-21 → 2024-11-14
  Equitable Advisors, Llc
  Rochester, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-07-16