Mark Andrew Schibi
Investment adviser representative at Transamerica Retirement Advisors, LLC
15 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
15 years in the industry.
- Transamerica Retirement Advisors, LLCJul 2025 to now
- Transamerica Investors Securities, LLCJul 2025 to now
- Transamerica Life Insurance CompanyJul 2025 to now
- N/aJan 2025 to Jul 2025
- UBS Financial Services, Inc.Dec 2018 to Jan 2025
- UnemployedOct 2018 to Nov 2018
- TD AmeritradeDec 2016 to Oct 2018
- Fidelity Brokerage Services LLCJul 2011 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2012
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
- 5959823
- Firm CRD
- 107319