Donald James Mcneill

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

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-11

FL RA
APPROVED

Since 2026-08-11

Branch Locations

Lutz, FL • 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

Organization	City	State	From	To
Morgan Stanley	Tampa	FL	01/2023	05/2026
Tesla	Tampa	FL	12/2022	01/2023
Thyssenkrupp Elevator	Tampa	FL	10/2016	10/2022
Transamerica	St. Petersburg	FL	03/2016	10/2016
Transamerica Investors Securities, Llc	Lutz	FL	08/2026	Present
Transamerica Life Insurance Company	Lutz	FL	08/2026	Present

01/2023 → 05/2026

Morgan Stanley

Tampa, FL
12/2022 → 01/2023

Tesla

Tampa, FL
10/2016 → 10/2022

Thyssenkrupp Elevator

Tampa, FL
03/2016 → 10/2016

Transamerica

St. Petersburg, FL
08/2026 → Present

Transamerica Investors Securities, Llc

Lutz, FL
08/2026 → Present

Transamerica Life Insurance Company

Lutz, FL

Previous Registrations

2023-12-13 → 2026-05-07

Morgan Stanley

Temple Terrace, FL

Tampa, FL

Other Businesses

*675031 - Ebay business; Investment related: Yes; Lutz, Florida; Retail/Online Stores; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 1/2026; During business hours: 0; After business hours: 1; Sales/Marketing

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-12

S66 Uniform Combined State Law Examination

2023-12-12

Other Names

Donald J Mcneill

View on SEC IAPD