Desiree A. Reil
Investment adviser representative at Transamerica Retirement Advisors, LLC
12 yearsExperience
1 stateRegistered in
$18.8BFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Transamerica Retirement Advisors, LLCNov 2025 to now
- Transamerica Investors Securities, LLCNov 2025 to now
- Transamerica Life Insurance CompanyNov 2025 to now
- Raymond James & Associates, Inc.Apr 2023 to Oct 2025
- Advised Assets Group, LLCMar 2022 to Apr 2023
- Gwfs Equities, IncMar 2022 to Apr 2023
- Andrew Garrett IncNov 2018 to Dec 2021
- Cordasco Financial Network, Inc.Nov 2018 to Dec 2021
- Valic Financial Advisors, Inc.Dec 2014 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Transamerica Retirement Advisors, LLC
$18.8BAssets managed
212,722Clients
303Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2151106
- Firm CRD
- 107319