CRD: 16164
Transamerica Financial Advisors, LLC
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- Custodian
- Fidelity/NFS ยท Transamerica
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-21-1991
- Office Locations
- 282
Office Locations
About Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC is a dual-registered broker-dealer and RIA within Transamerica, supporting independent Registered Representatives and IARs who serve families and individuals with personalized financial guidance. Advisors focus on building savings, protecting what matters, investing for the future, and retirement/legacy planning using a broad set of familiar investment options. Custody support includes Fidelity/NFS and Transamerica.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Michelle ANNE Barry
Chief Executive Officer, DIRECTOR, President
- CRD
- #2744539
- Ownership
- Less than 5%
Brian Beitzel
Chief Financial Officer, DIRECTOR, President, TREASURER
- CRD
- #6183770
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Sherif Abdel-Ghaffar
--
- CRD
- #8152772
CHRISTOPHER SCOTT ABERNATHY
--
- CRD
- #4702448
Showing 2 of 2797 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,663,116,439 | $75,879 |
| Non-Discretionary | $443,538,886 | $21,307 |
| Total | $2,106,655,325 | $49,296 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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