Brad Damian Marzano
Investment adviser representative at Transamerica Retirement Advisors, LLC
25 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
25 years in the industry.
- Transamerica Retirement Advisors, LLCJun 2026 to now
- Transamerica Investors Securities, LLCJun 2026 to now
- Transamerica Life Insurance CompanyJun 2026 to now
- VoyaSep 2025 to Jun 2026
- Voya Financial Partners, LLCSep 2025 to Jun 2026
- Voya Retirement Advisors, LLCSep 2025 to Jun 2026
- LPL Financial, LLCMar 2021 to Aug 2025
- Global Retirement Partners, LLCFeb 2021 to Aug 2025
- UnemployedNov 2020 to Feb 2021
- The Huntington Investment CompanySep 2018 to Oct 2020
- The Huntington National BankFeb 2017 to Sep 2018
- Charles Schwab & Co., Inc.Jul 2001 to Feb 2017
- Schwab Retirement Plan ServicesJul 2001 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4262206
- Firm CRD
- 107319