Desmond
Scott
Transamerica Financial Advisors, Inc
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About this Advisor
Desmond Scott is a financial advisor operating out of New York, New York with a total of 11 years of industry experience. Scott is an employee of Transamerica Financial Advisors, Inc. Throughout their career, they have worked at World Financial Group, Inc, Alliance Plus, Inc, D. Scott And Assoicates, LLC, Aetna, Oxford Health Insurance, Transamerica Financial Advisors, Inc, Emblem Health, I.S. 289 Parent Teachers Association, Grober Imbey Agency, Inc, Transamerica and Netlaw. Scott maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey and New York. Transamerica Financial Advisors, Inc is a registered investment business based in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 employees. It administers $2 billion in assets under management among its 59,659 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 18 charities and foundations. Of its 59,659 customer accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management typically vary depending on the type of services. 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
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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
Desmond Scott Work History
Desmond has been registered as a financial advisor for 11 years.*
Transamerica
Grober Imbey Agency, Inc
Netlaw
Transamerica Financial Advisors, Inc
Oxford Health Insurance
Aetna
D. Scott And Assoicates, LLC
World Financial Group, Inc
I.S. 289 Parent Teachers Association
Emblem Health
Alliance Plus, 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 Desmond Scott 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
San Jose, CA
Bellevue, WA
Colorado Springs, CO
Orem, UT
San Antonio, TX
Pasadena, CA
Plano, TX
Draper, UT
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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