Mario
Fragomeno
Transamerica Financial Advisors, Inc
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About this Advisor
Mario Fragomeno is a financial advisor operating in Pasadena, California, with a total of 1 year of industry experience. Fragomeno is an advisor for Transamerica Financial Advisors, Inc. Their career trajectory has included roles at National Securities Corp, T&T Capital Management, Ttcm LLC, National Asset Management, Inc, Fuscoe Engineering, Transamerica Financial Advisors, Inc, World Financial Group, Inc and Ba Inc. Fragomeno maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to advise clients in California. Transamerica Financial Advisors, Inc is a business operating out of Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 people on staff. It manages $2 billion in assets under management among its 59,659 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 59,659 accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets. Transamerica Financial Advisors, Inc performs a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which services are provided. However, fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Mario Fragomeno Work History
Mario has been registered as a financial advisor for 1 years.*
Transamerica Financial Advisors, Inc
Ba Inc
World Financial Group, Inc
Fuscoe Engineering
Ttcm LLC
National Securities Corp
T&T Capital Management
National Asset Management, Inc
T&T Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mario Fragomeno to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
Draper, UT
Allentown, PA
Braintree, MA
Irvine, CA
Englewood, CO
Woodland Hills, CA
Bridgeport, MI
Plano, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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