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Christopher Patrick Costello

Transamerica Retirement Advisors, LLC

Hudson, FL

CRD 7877573

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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
FL RA APPROVED 2025-12-15
  • FL RA
    APPROVED
    Since 2025-12-15

Branch Locations

Hudson, 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
OrganizationCityStateFromTo
Transamerica Retirement Solutions Weeki Wachee FL 03/2016 Present
Transamerica Investors Securities Corporation Weeki Wachee FL 06/2024 Present
  • 03/2016 → Present
    Transamerica Retirement Solutions
    Weeki Wachee, FL
  • 06/2024 → Present
    Transamerica Investors Securities Corporation
    Weeki Wachee, FL
Other Businesses

Uber/Lyft Not investment related 8045 Indian Trail Road Weeki Wachee FL 34613 Taxi service Driver Driver 10-20/week when active. Not currently driving. None. For extra income, I sometimes drive for Uber/Lyft. This isn't related to investments at all.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-02
S63 Uniform Securities Agent State Law Examination 2024-10-25
  • S65 Uniform Investment Adviser Law Examination
    2025-12-02
  • S63 Uniform Securities Agent State Law Examination
    2024-10-25

View on SEC IAPD

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