Robert J Schweitzer
Investment adviser representative at Transamerica Retirement Advisors, LLC
13 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
13 years in the industry.
- Transamerica Retirement Advisors, LLCJun 2024 to now
- Transamerica Investors Securities CorporationJun 2024 to now
- Transamerica Life Insurance CompanyJun 2024 to now
- UnemployedNov 2023 to Jun 2024
- Fidelity InvestmentsJun 2021 to Nov 2023
- Kerry Chevrolet-geo IncAug 2019 to Apr 2021
- Dhl ExpressDec 2018 to Mar 2019
- Amazon.com Inc.Aug 2018 to Aug 2019
- Northern Kentucky UniversityJun 2018 to Jun 2019
- Dv Smiles LLCJul 2017 to Jul 2018
- Arizona State UniversityJun 2017 to Jun 2018
- Cintas CorporationMar 2017 to Jul 2017
- Montgomery Inn BoathouseMar 2016 to Mar 2017
- Dixie Heights High SchoolJun 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7394258
- Firm CRD
- 107319