Scott
Rosati
Transamerica Retirement Advisors, LLC
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About this Advisor
Scott Rosati is a financial advisor working out of Bonita Springs, Florida. Rosati is currently employed by Transamerica Retirement Advisors, LLC. Over the course of their career, Rosati has held roles at Scottrade, The Prudential Insurance Company Of America, Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Trifound Advisory LLC and Pruco Securities, LLC. Rosati holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Transamerica Retirement Advisors, LLC is an advisory business operating out of Saint Paul, MN. The investment advisory business has offices in 20 locations and a total of 311 financial advisors. It has $10 billion in total assets between its 147,144 accounts, making it one of the largest investment advisory firms in the United States by assets under management. Transamerica Retirement Advisors, LLC has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees for financial advice largely are based on which services are provided. However, fees charged by Transamerica Retirement Advisors, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Retirement Advisors, LLC Brokerage Details
$10,354,682,076
311
147,144
$70,371
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Scott Rosati Work History
Scott has been registered as a financial advisor for 0 years.*
Transamerica Investors Securities Corporation
Transamerica Life Insurance Company
Trifound Advisory LLC
The Prudential Insurance Company Of America
Pruco Securities, LLC
Scottrade
*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 Scott Rosati 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
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