Scott A Rosati
Investment adviser representative at Transamerica Retirement Advisors, LLC
22 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
22 years in the industry.
- Transamerica Retirement Advisors, LLCMar 2023 to now
- Transamerica Investors Securities CorporationMar 2023 to now
- Transamerica Life Insurance CompanyMar 2023 to now
- UnemployedOct 2022 to Feb 2023
- Trifound Advisory LLCNov 2021 to Oct 2022
- The Prudential Insurance Company of AmericaOct 2018 to Oct 2021
- Pruco Securities, LLCSep 2018 to Oct 2021
- UnemployedMar 2018 to Sep 2018
- ScottradeNov 2004 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4268714
- Firm CRD
- 107319