Giancarlo
Guizado

Transamerica Retirement Advisors, LLC

CRD#7433571
Investment Advisor
in Philadelphia, PA

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About this Advisor

Giancarlo Guizado is a financial advisor based in Philadelphia, Pennsylvania, working with Transamerica Retirement Advisors, LLC. Giancarlo has previously held positions at New York Life, Future Fit, Conicelli Nissan, Turner Chevrolet, F45, Equinox, Definitions Private Personal Training, Victory Sports And Fitness, YMCA, Student, Nylife Securities, Inc, Principal Life Insurance Company, Principal Securities Inc, LPL Financial LLC, Transamerica Investors Securities Corporation, and Transamerica Life Insurance Company. Giancarlo has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Giancarlo is part of Transamerica Retirement Advisors, LLC, which operates out of Philadelphia, Pennsylvania. The firm has 53 offices and 333 employees. The firm manages assets totaling $12.7 billion and offers services including 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 65, Series 63

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

Philadelphia, PA

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$12,680,043,622

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

333

PA Average: 166
Total Number of Accounts

160,403

PA Average: 7,189
Average Account Size

$79,051

PA 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

Giancarlo Guizado Work History

2023 - Present (1 year)

Transamerica Investors Securities Corporation

2023 - Present (1 year)

Transamerica Life Insurance Company

2023 - 2023 (< 1 year)

Lpl Financial LLC

2022 - 2022 (< 1 year)

Nylife Securities, Inc

2022 - 2023 (1 year)

Principal Life Insurance Company

2022 - 2023 (1 year)

Principal Securities Inc

2021 - 2022 (1 year)

New York Life

2021 - 2021 (< 1 year)

Future Fit

2020 - 2021 (1 year)

Conicelli Nissan

2020 - 2020 (< 1 year)

Turner Chevrolet

2019 - 2020 (1 year)

F45

2018 - 2019 (1 year)

Equinox

2018 - 2018 (< 1 year)

Definitions Private Personal Training

2016 - 2018 (2 years)

Victory Sports And Fitness

2014 - 2016 (2 years)

Ymca

2010 - 2014 (4 years)

Student

Disclosures

Please visit the SEC profile of Giancarlo Guizado 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

Lynn Pederson
Bloomington, MN
Michael Stark
Evergreen, CO
John Illingworth
Carmel, IN
Kevin Vaughan
Denver, CO
Anita Ixcamparij
Houston, TX
Adam Helm
Brentwood, TN
Matthew Robbins
Stillwater, MN
Jared Wilson
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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