Transamerica Financial Advisors, LLC

Overview

Transamerica Financial Advisors, LLC is a Broker Dealer and registered investment adviser based in Philadelphia, PA, registered since 1985. It reports $2.1B in assets under management across 42,735 accounts, with 991 employees. Its 2,850 registered representatives work across 281 branch offices in 38 states.

Reported AUM

$2.1B

Discretionary

79%

Accounts

42,735

Average account

$49.3K

Employees

991

Registered reps

2,850

Branch offices

281

Registered since

1985

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Insurance
• Investment Advisory Services
• Kiosk Activities - Bank
• Kiosk Activities - Insurance
• Limited Partnerships Primary Distributions
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Other
• 5 more

Executive officers 3 of 5

• Michelle Anne Barry Director, President, Chief Executive Officer CRD 2744539
• Brian Beitzel Director, Chief Financial Officer CRD 6183770
• Christina D Kramer Chief Compliance Officer CRD 4406871

2 more executive officers, with direct contact details

Registered reps 3 of 2,850

• Sherif Abdel-Ghaffar Registered Rep · Investment Adviser Rep CRD 8152772
• Christopher Scott Abernathy Insurance Agent · Registered Rep CRD 4702448
• Yitskhaq Bar Abraham Insurance Agent · Registered Rep CRD 6776018

2,847 more registered reps, with emails, phones and branch locations

Location

Headquarters

50 S 16th St Fl 3700
Philadelphia, PA 19102

County

Philadelphia

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Branch offices

281 in 38 states, including Houston, TX, Las Vegas, NV and San Diego, CA

Registrations

• SEC registered, limited liability company formed in Delaware
• Registered in 53 jurisdictions
• Website: transamerica.com

Every state, with registration dates

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