Kevin Patrick Lynch

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

• 01/2009 → 10/2018
  Massmutual Financial Group
  Springfield, MA
• 05/2014 → 10/2018
  Mml Distributors, Llc
  Springfield, MA
• 11/2018 → 05/2022
  Nationwide Investment Services Corp
  Columbus, OH
• 05/2022 → Present
  Transamerica Life Insurance Company
  Point Pleasant Borough, NJ
• 06/2022 → Present
  Transamerica Investors Securities Corporation
  Point Pleasant, NJ

Previous Registrations

• 2018-12-24 → 2022-06-15
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2006-09-27 → 2008-07-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 2003-04-14 → 2006-09-29
  Merrill Lynch Investment Managers Lp
  Plainsboro, NJ

Exams

• S66 Uniform Combined State Law Examination
  2018-12-21

Other Names

• Kevin Patrick Lynch
• Kevin Lynch