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Michael David Wilson

Transamerica Retirement Advisors, LLC

Mansfield, MA

CRD 3154899

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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
MA RA APPROVED 2024-09-25
  • MA RA
    APPROVED
    Since 2024-09-25

Branch Locations

Mansfield, MA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 10/2009 09/2023
Bank Of America, N.A. Lincoln RI 08/2014 09/2023
Citizens Securities Inc., Johnston RI 09/2023 07/2024
Transamerica Investors Securities Corporation Mansfield MA 09/2024 Present
Transamerica Life Insurance Company Mansfield MA 09/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-23
S63 Uniform Securities Agent State Law Examination 1999-11-16
  • S65 Uniform Investment Adviser Law Examination
    2012-01-23
  • S63 Uniform Securities Agent State Law Examination
    1999-11-16

View on SEC IAPD

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