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David Lytle Mauro

Transamerica Retirement Advisors, LLC

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About David Lytle Mauro

David Mauro is a financial advisor with Transamerica Retirement Advisors, LLC. David has been a registered representative since January 2023. David holds licenses to provide advisory services in 52 states and the District of Columbia. David is affiliated with a firm that has been in business since 2002 and has approximately $16.16 billion in assets under management. David is committed to providing comprehensive financial planning and investment management services to individuals, families, and businesses.

Firm Information

David Mauro is currently registered with Transamerica Retirement Advisors, LLC. Transamerica Retirement Advisors, LLC is a registered investment advisor headquartered in CEDAR RAPIDS, IA. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, corporations, and pension plans. The firm has over 334 registered representatives and manages over $16 billion in assets.
Transamerica Retirement Advisors, LLC

6400 C STREET SW

CEDAR RAPIDS, IA 52499

$16.16B

Assets Under Management

Not reported

Total Clients

266

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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David Mauro’s Registration & Firm History

NY

07/16/2024 - Present

Transamerica Retirement Advisors, LLC (Ballston NY)

NY

01/10/2023 - 06/05/2024

EQUITABLE ADVISORS, LLC (CLIFTON PARK NY)

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Licenses & Designations

BOTH

Issued 03/16/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/26/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Lytle Mauro.
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