Eric
Alarcon-Fierro

Transamerica Retirement Advisors, LLC

CRD#7513026
Investment Advisor
in Oakdale, CT

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About this Advisor

Eric Alarcon-Fierro is a financial advisor based in Oakdale, Connecticut, working with Transamerica Retirement Advisors, LLC. Eric has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Relationship Manager, Webster Bank, Citizens Bank, Bank Of America Merchant Services, Merrill Lynch, Transamerica Investors Securities Corporation, and Transamerica Life Insurance Company. Eric has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Eric is part of Transamerica Retirement Advisors, LLC, which operates out of Oakdale, Connecticut. The firm has 53 offices and 333 employees. The firm manages assets totaling $12.7 billion. The services offered by the firm include 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 66

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

Oakdale, CT

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$12,680,043,622

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

333

CT Average: 166
Total Number of Accounts

160,403

CT Average: 7,189
Average Account Size

$79,051

CT 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

Eric Alarcon-Fierro Work History

2024 - Present (0 year)

Transamerica Investors Securities Corporation

2024 - Present (0 year)

Transamerica Life Insurance Company

2023 - Present (1 year)

Merrill Lynch

2022 - 2023 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2022 (6 years)

Bank Of America

2016 - 2021 (5 years)

Relationship Manager

2015 - 2016 (1 year)

Webster Bank

2015 - 2015 (< 1 year)

Citizens Bank

2014 - 2015 (1 year)

Bank Of America Merchant Services

2014 - 2014 (< 1 year)

Bank Of America

Disclosures

Please visit the SEC profile of Eric Alarcon-Fierro 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

Ghada El-Gamal
New Brighton, MN
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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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