Desmond Anthony Scott
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
3 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.
- TransamericaJan 2021 to now
- Grober Imbey Agency, IncApr 2020 to now
- NetlawMay 2019 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Oxford Health InsuranceJan 2011 to now
- AetnaApr 2010 to now
- D. Scott and Assoicates, LLCOct 2009 to now
- World Financial Group, Inc.Jun 2001 to now
- I.S. 289 Parent Teachers AssociationJul 2014 to Oct 2020
- Emblem HealthDec 2012 to Oct 2020
- Alliance Plus, IncMay 2007 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, PA).
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
- 4534578
- Firm CRD
- 16164