Zachary
Howes

Transamerica Retirement Advisors, LLC

CRD#5979036
Investment Advisor
in Morristown, NJ

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About this Advisor

Zachary Howes is a financial advisor based in Morristown, New Jersey, working with Transamerica Retirement Advisors, LLC. Zachary has previously held positions at Ping Hd, Fiscalnote, Edward Jones, 24 Seven, Transamerica Investors Securities Corporation, and Transamerica Life Insurance Company. Zachary has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Zachary is part of Transamerica Retirement Advisors, LLC, which operates out of Morristown, New Jersey. 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

Morristown, NJ

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$12,680,043,622

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

333

NJ Average: 166
Total Number of Accounts

160,403

NJ Average: 7,189
Average Account Size

$79,051

NJ 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

Zachary Howes Work History

2020 - Present (4 years)

Transamerica Investors Securities Corporation

2020 - Present (4 years)

Transamerica Life Insurance Company

2017 - 2019 (2 years)

Edward Jones

2016 - 2017 (1 year)

Fiscalnote

2014 - 2016 (2 years)

Ping Hd

2014 - 2014 (< 1 year)

24 Seven

Disclosures

Please visit the SEC profile of Zachary Howes 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

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