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Andrew John Byers

Transamerica Financial Advisors, Inc.

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About Andrew John Byers

Andrew Byers is a financial advisor registered in Massachusetts. Andrew has over 20 years of experience in the industry, Andrew is currently affiliated with Transamerica Financial Advisors, Inc. where Andrew has been employed since May 2023. Before joining Transamerica Financial Advisors, Inc., Andrew worked at Transamerica Capital, Inc., Citizens Securities, Inc., Forethought Distributors, LLC, Epoch Securities, Inc., Goldman, Sachs & Co., and VeraVest Investments, Inc. Andrew specializes in Portfolio Management for Individuals and Selection of Other Advisers.

Firm Information

Andrew Byers is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Byers’s Registration & Firm History

IA

05/12/2023 - Present

Transamerica Financial Advisors, Inc. (Cedar Rapids IA)

CO

04/12/2019 - 04/27/2023

TRANSAMERICA CAPITAL, INC. (DENVER CO)

MA

12/16/2016 - 04/10/2019

CITIZENS SECURITIES, INC. (CANTON MA)

MA

05/27/2014 - 10/30/2015

FORETHOUGHT DISTRIBUTORS, LLC (Southborough MA)

MA

06/21/2007 - 10/30/2015

EPOCH SECURITIES, INC. (SOUTHBOROUGH MA)

NY

02/08/2006 - 06/22/2007

GOLDMAN, SACHS & CO. (NEW YORK NY)

MA

10/07/1998 - 01/04/2006

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BOTH

Issued 04/26/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2003

Series 24 - General Securities Principal Examination

BC

Issued 06/04/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2001

Series 7 - General Securities Representative Examination

BC

Issued 10/02/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew John Byers.
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