Angelo Gurrieri
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- College Loan FreedomOct 2020 to now
- Rental PropertyNov 2014 to now
- Heartland Institute of Financial EducationAug 2012 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Employee Benefit Risk Management ServicesNov 2011 to now
- Unite Financial Group, LLCNov 2007 to now
- Blue Ocean Financial PartnersSep 2003 to now
- WfgJun 2001 to now
- Perl MortgageMay 2017 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, IL).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 2859175
- Firm CRD
- 16164