Transamerica Financial Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 16164
- SEC number
- 801-38618
- Firm type
- RIA
- Assets under management
- $2.1B as of Mar 31, 2026
- Website
- x.com/TRANSAMERICATFA ↗
- Phone
- 770-248-3271
- Address
- Two Liberty Place, Philadelphia, PA, 19102
Advisors at this firm
2,043 in our index · page 23 of 41
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Kelsy MaruyamaCRD 7510373 · Woodland Hills, CABroker
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Pierre Jean Paul MastronCRD 2306507 · San Diego, CABroker
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Emiliana MateoCRD 4468658 · Oakbrook Terrace, ILBroker
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Thomas Richard MathewsCRD 1109573 · Alpharetta, GAIA RegisteredBroker
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Kay C H MatsuiCRD 2713670 · Honolulu, HIBrokerRegistration inactiveDisclosure event(s) on record
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William James MaxwellCRD 6939589 · Cincinnati, OHIA RegisteredBroker
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Wayne Akira MayedaCRD 4250474 · Alviso, CABroker
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Edwin Bernard MayesCRD 5029251 · Dayton, OHBroker
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Jesus MaymiCRD 2502999 · Plano, TXIA RegisteredBrokerDisclosure event(s) on record
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Patrick James McardleCRD 2550609 · Alpharetta, GAIA RegisteredBrokerDisclosure event(s) on record
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Matthew Thomas McbrideCRD 3068545 · Cedar Rapids, IABroker
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Angela Senetra MccartCRD 1941303 · Alpharetta, GAIA RegisteredBroker
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Michael Shawn MccormackCRD 4055624 · So. Jordan, UTBroker
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Kevin Gene McdanielCRD 2249303 · Orange, CAIA RegisteredBroker
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Thomas Andrew McdonaldCRD 5324539 · Cedar Rapids, IABroker
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Anthony Quentin McgowanCRD 4753698 · Brea, CABroker
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Sylvia Denise MckinneyCRD 4167466 · Plano, TXIA RegisteredBroker
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Margaret Lee McmahonCRD 6262695 · Westminister, COIA RegisteredBroker
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David Nelson McmillanCRD 4452363 · Laurel, MDIA RegisteredBroker
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Pingping MedleyCRD 6478843 · Alviso, CAIA RegisteredBroker
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Jonathan MehrianCRD 5166837 · Los Angeles, CABroker
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Britton Erick MelandCRD 5489199 · Temecula, CAIA RegisteredBroker
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Daniel E MelanderCRD 4354107 · Plano, TXIA RegisteredBroker
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Mehrnaz Borna MendozaCRD 4373534 · Alpharetta, GAIA RegisteredBroker
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Ya MengCRD 4950760 · Columbia, MDIA RegisteredBroker
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Dennis Kunzler MeservyCRD 5269285 · Las Vegas, NVBroker
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Helena MewCRD 6499755 · San Mateo, CAIA RegisteredBroker
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Tonya L. MichalowskiCRD 5228665 · Brookfield, WIBroker
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Michael J MillardCRD 6999610 · So. Jordan, UTBroker
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Sandra Pauline MillerCRD 2393010 · Louisville, KYIA RegisteredBroker
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Steven Andrew MillerCRD 2514740 · Alpharetta, GAIA RegisteredBrokerDisclosure event(s) on record
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Guillermo Manuel MilordCRD 4361749 · Cincinnati, OHIA RegisteredBroker
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Rebecca D MilordCRD 5665552 · Cincinnati, OHIA RegisteredBroker
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Megan Elizabeth MinogueCRD 4484765 · Garden Grove, CAIA RegisteredBroker
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Sharon Orquiola MirandaCRD 2439905 · Lake Mary, FLBroker
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Nicholas D MitchellCRD 6703127 · New Smyrna Beach, FLIA RegisteredBroker
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William Francis MitchellCRD 1241905 · Cincinnati, OHIA RegisteredBroker
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Dale Tadao MizunoCRD 2554346 · Elk Grove, CAIA RegisteredBrokerDisclosure event(s) on record
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Johanna Elyse MockettCRD 5281318 · Murfreesboro, TNIA RegisteredBrokerDisclosure event(s) on record
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Shahnaz MokhtariCRD 4270263 · Alpharetta, GABroker
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Carl Borres MontanoCRD 3105335 · Houston, TXIA RegisteredBroker
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Anita Deloris MooreCRD 4988723 · Cary, NCBroker
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Chantay W MooreCRD 5019539 · Oakbrook Terrace, ILIA RegisteredBroker
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Richard Mark MooreCRD 2664268 · Las Vegas, NVIA RegisteredBroker
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Tyson Andrew MooreCRD 4220575 · Perrysburg, OHIA RegisteredBroker
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Mario Ernesto MoreiraCRD 6937465 · West Covina, CAIA RegisteredBroker
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Linda Olga MorganCRD 4518376 · Kingston, PABroker
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Patricia Ann MorganCRD 2152046 · Houston, TXBroker
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Rodney Lee MorganCRD 4442487 · Murfreesboro, TNIA RegisteredBrokerDisclosure event(s) on record
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Geoffrey Luis MorrisCRD 2878630 · Beavercreek, OHIA RegisteredBroker
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 16164 ↗
FINRA BrokerCheck record for firm CRD 16164 ↗
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Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.