Eric Bautista Somodio
Investment adviser representative at Transamerica Financial Advisors, LLC
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- Inheritguard, LLCFeb 2025 to now
- Sow To Harvest, LLCJan 2024 to now
- Hertz Corp.Aug 2022 to now
- Transamerica Financial Advisors, IncJul 2022 to now
- WfgiaDec 2018 to now
- Murad LLCMar 2017 to Jul 2022
- Brajitsu IncOct 2006 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7602053
- Firm CRD
- 16164