Sebastien
Theodore

Transamerica Retirement Advisors, LLC

CRD#7500733
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Sebastien Theodore is a financial advisor based in Colorado Springs, Colorado, working with Transamerica Retirement Advisors, LLC. Sebastien has previously held positions at Transamerica Life Insurance Company, Connect Your Care, Stanley Reid & Company / The Darkstar Group, West Point Underwriters, Serve American Express, and Transamerica Investors Securities Corporation. Sebastien has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, Sebastien is part of Transamerica Retirement Advisors, LLC, which operates out of Colorado Springs, Colorado. The firm has 53 offices and 333 employees. The firm manages assets totaling $12.7 billion and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Transamerica Retirement Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Colorado Springs, CO

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$12,680,043,622

CO Average: $9,259,360,772
Total Number of Employees

333

CO Average: 166
Total Number of Accounts

160,403

CO Average: 7,189
Average Account Size

$79,051

CO Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Sebastien Theodore Work History

2022 - Present (2 years)

Transamerica Investors Securities Corporation

2018 - Present (6 years)

Transamerica Life Insurance Company

2017 - 2018 (1 year)

Connect Your Care

2015 - 2017 (2 years)

Stanley Reid & Company / The Darkstar Group

2015 - 2015 (< 1 year)

West Point Underwriters

2013 - 2015 (2 years)

Serve American Express

Disclosures

Please visit the SEC profile of Sebastien Theodore 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 Retirement Advisors, LLC

William Ryder
Hudson, WI
Adam Helm
Brentwood, TN
John Illingworth
Carmel, IN
Kevin Vaughan
Denver, CO
Anita Ixcamparij
Houston, TX
Lynn Pederson
Bloomington, MN
Matthew Robbins
Stillwater, MN
Jared Wilson
Tampa, FL

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