Anthony Joseph Vandette
Investment adviser representative at Transamerica Retirement Advisors, LLC
11 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
11 years in the industry.
- Transamerica Retirement Advisors, LLCJun 2023 to now
- Transamerica Investors Securities CorporationJun 2023 to now
- Transamerica Financial Life Insurance CompanyOct 2021 to now
- Citiizens Securities, IncAug 2021 to Oct 2021
- Citizens Bank, IncMar 2020 to Oct 2021
- Citizens Securities, IncDec 2015 to Aug 2021
- CitizensbankMay 2015 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6433028
- Firm CRD
- 107319