Angelo
Gurrieri
Transamerica Financial Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Angelo Gurrieri is a financial advisor who works in Clearwater, Florida who has 11 years of industry experience. Gurrieri is an employee of Transamerica Financial Advisors, Inc. During their career, Gurrieri has held roles at Unite Financial Group, LLC, Wfg, Employee Benefit Risk Management Services, Transamerica Financial Advisors, Inc, Heartland Institute Of Financial Education, Rental Property, Perl Mortgage, College Loan Freedom and Blue Ocean Financial Partners. Gurrieri holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida and Illinois. Transamerica Financial Advisors, Inc is a registered investment company based in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 employees. It handles $2 billion in total assets across its 59,659 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 59,659 accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Transamerica Financial Advisors, Inc provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on the services provided. 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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Angelo Gurrieri Work History
Angelo has been registered as a financial advisor for 11 years.*
College Loan Freedom
Perl Mortgage
Rental Property
Transamerica Financial Advisors, Inc
Heartland Institute Of Financial Education
Employee Benefit Risk Management Services
Unite Financial Group, LLC
Blue Ocean Financial Partners
Wfg
*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 Angelo Gurrieri 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
Colorado Springs, CO
Orem, UT
Plano, TX
Draper, UT
Woodland Hills, CA
Pasadena, CA
San Antonio, TX
Bridgeport, MI
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
