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Ryan Thomas Merrell

Investment adviser representative at Transamerica Retirement Advisors, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$18.8BFirm assets

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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

17 years in the industry.

  1. Transamerica Retirement Advisors, LLCMay 2014 to now
  2. Diversified Investors Securities Corp.Jan 2010 to now
  3. Diversified Investment AdvisorsDec 2009 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2002

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
4468943
Firm CRD
107319
Advisor's SEC record (opens in a new tab)
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