Nitame
Thomas

Transamerica Financial Advisors, Inc

CRD#6292104
Investment Advisor
in New York, NY
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About this Advisor

Nitame Thomas is an advisor who lives in New York, New York. Currently an investment advisor with Transamerica Financial Advisors, Inc, Thomas has 16 years of professional experience as a financial advisor. Thomas maintains Series 65 and Series 63 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Thomas is registered to advise investors based out of California and Connecticut. The advisor has gained experience at Student, Transamerica Financial Advisors, Inc, World Financial Group, Inc, U.S Navy, Department Of The Navy, Sears Holding Corporation and Mancon. Transamerica Financial Advisors, Inc is headquartered in New York, New York, and operates out of 304 additional brick-and-mortar locations in the United States. As a company, Transamerica Financial Advisors, Inc manages $973 million in assets dispersed across 22,673 client accounts and retains more than 1,274 people. The firm's total assets under management places it among the bigger financial advisory firms in the United States. The firm manages 8,187 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 2% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Transamerica Financial Advisors, Inc can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

16 years

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, Commissions

Disclosures

No

Office Location

116 West 23Rd Street Suite 500
New York, NY 10011

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

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

1,271

NY Average: 62
Total Number of Accounts

45,703

NY Average: 2,474
Average Account Size

$22,222

NY Average: $750,025

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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

Nitame Thomas Work History

Nitame has 16 years of experience.

2014 - Present (5 years)

Transamerica Financial Advisors, Inc

2013 - Present (6 years)

World Financial Group, Inc

2012 - Present (7 years)

Student

2018 - 2018 (< 1 year)

Department Of The Navy

2018 - 2018 (< 1 year)

Mancon

2017 - 2017 (< 1 year)

Sears Holding Corporation

2002 - 2012 (10 years)

U.S Navy

Disclosures

Nitame Thomas has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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