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Trevor David Christie

Transamerica Retirement Advisors, LLC

Cromwell, CT

CRD 7626518

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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

AuthorityCategoryStatusDate
CT RA APPROVED 2024-07-11
  • CT RA
    APPROVED
    Since 2024-07-11

Branch Locations

Cromwell, CT • 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
OrganizationCityStateFromTo
Massmutual Life Insurance Co Glastonbury CT 09/2022 12/2023
Mml Investors Services, Llc Glastonbury CT 09/2022 12/2023
Pennsylvania State University State College PA 08/2018 06/2022
Goodwill Store And Donation Center State College PA 02/2022 05/2022
Connecticut Online Computer Center Southington CT 06/2021 08/2021
One Macdonough Place Middletown CT 06/2019 12/2020
Student Cromwell CT 09/2012 07/2018
Unemployed Cromwell CT 07/2022 08/2022
Transamerica Investors Securities Corporation Cromwell CT 07/2024 Present
Transamerica Life Insurance Company Cromwell CT 07/2024 Present
Unemployed Cromwell CT 12/2023 07/2024
  • 09/2022 → 12/2023
    Massmutual Life Insurance Co
    Glastonbury, CT
  • 09/2022 → 12/2023
    Glastonbury, CT
  • 08/2018 → 06/2022
    Pennsylvania State University
    State College, PA
  • 02/2022 → 05/2022
    Goodwill Store And Donation Center
    State College, PA
  • 06/2021 → 08/2021
    Connecticut Online Computer Center
    Southington, CT
  • 06/2019 → 12/2020
    One Macdonough Place
    Middletown, CT
  • 09/2012 → 07/2018
    Student
    Cromwell, CT
  • 07/2022 → 08/2022
    Unemployed
    Cromwell, CT
  • 07/2024 → Present
    Transamerica Investors Securities Corporation
    Cromwell, CT
  • 07/2024 → Present
    Transamerica Life Insurance Company
    Cromwell, CT
  • 12/2023 → 07/2024
    Unemployed
    Cromwell, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-18
  • S66 Uniform Combined State Law Examination
    2022-11-18
Other Names
  • Trevor David Christie

View on SEC IAPD

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