Timothy M Briody
Investment adviser representative at Transamerica Retirement Advisors, LLC
21 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
21 years in the industry.
- Transamerica Retirement Advisors, LLCAug 2024 to now
- Transamerica Investors Securities CorporationAug 2024 to now
- Transamerica Life Insurance CompanyAug 2024 to now
- Bank of America, N.A.Jan 2023 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Aug 2024
- Eagle Strategies LLCSep 2022 to Oct 2022
- New York Life Insurance CompanyApr 2022 to Oct 2022
- Nylife Securities LLCApr 2022 to Oct 2022
- UnemployedSep 2020 to Apr 2022
- Edward JonesDec 2019 to Sep 2020
- Northwestern MutualJun 2019 to Nov 2019
- Quicken Loans - Rock HoldingsMar 2005 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7119348
- Firm CRD
- 107319