Matthew
Short

Transamerica Financial Advisors, Inc

CRD#2308036
Investment Advisor
in Saint Louis, MO

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About this Advisor

Matthew Short is a financial advisor based out of Saint Louis, Missouri with a total of 1 year of relevant experience. Short is an advisor for Transamerica Financial Advisors, Inc. During their career, Short has held roles at Transamerica Financial Advisors, Inc, American United Life Insurance Co, One America Securities Inc, One American Securities Inc, Transamerica Agency Network and United Financial Services. Short has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Missouri. Transamerica Financial Advisors, Inc is an advisory firm that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 employees. It handles $2 billion in assets among its 59,659 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 59,659 accounts, just 2% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a diverse array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice largely depend on the type of financial services offered. However, fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

1034 Brentwood Blvd. Suite 1450
Saint Louis, MO 63117

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

MO Average: $1,855,561,029
Total Number of Employees

1,235

MO Average: 62
Total Number of Accounts

59,659

MO Average: 2,474
Average Account Size

$30,430

MO Average: $750,025

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

Matthew Short Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Transamerica Financial Advisors, Inc

2022 - Present (2 years)

Transamerica Agency Network

2022 - Present (2 years)

United Financial Services

2018 - 2021 (3 years)

One America Securities Inc

2012 - 2022 (10 years)

American United Life Insurance Co

2012 - 2016 (4 years)

One American Securities Inc

*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 Matthew Short 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

Mayu Daley
San Diego, CA
Melvin Hobson
Downers Grove, IL
Stephen Gregg
Duluth, GA
John Belanger
Moorpark, CA
Danny Cortez
Honolulu, HI
David Morris
Campbellsville, KY
Jian Qi
Great Neck, NY
Lu Bo
Bellevue, WA

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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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.

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