Transamerica Investors Securities, LLC

Broker-DealerFINRA MemberEst. 1993
Total AUM
Advisory reps
617
Avg account
$0

Firm details

Headquarters
Harrison, New York
CRD number
32205
Registered since
May 18, 1993

Firm profile

FINTRX

Overview

Transamerica Investors Securities, LLC is organized as a limited liability company and has been SEC-registered since 1993. Registry attributes in the dataset identify the firm as owned by a combination of a domestic entity and an individual and classify it as "unclassified" under the provided taxonomy. The firm is listed as not being a capital allocator and not being an active ESG investor; it is also marked as not a multi-state adviser and not a pension consultant. The source does not supply a description of the firm’s advisory services, client segments, fee schedules, or specific business activities, so there is no public detail here about its service model, target clients, or investment approach.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 617
  • Kathleen Papp

    Consolidation SpecialistCRD 6247903

  • Kelly Davis

    Kelly Davis

    ​Retirement Plan SpecialistCRD 2669126

  • Stephen Moglia

    Registered RepresentativeCRD 8215442

Unlock 614 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Harrison, NY

Westchester

Location

Harrison, NY

Headquartered in Harrison, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Westchester
Address
440 Mamaroneck Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth