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Scott A Rosati

Transamerica Retirement Advisors, LLC

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About Scott A Rosati

Scott Rosati is a financial advisor with Transamerica Retirement Advisors, LLC. Scott has been in the financial services industry since 2002. Scott has experience working with individuals and pension and profit-sharing plans. Scott works with clients to develop financial plans that meet their unique needs and goals.

Firm Information

Scott Rosati 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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Scott Rosati’s Registration & Firm History

FL

03/30/2023 - Present

Transamerica Retirement Advisors, LLC (Bonita Springs FL)

FL

09/26/2018 - 10/13/2021

PRUCO SECURITIES, LLC. (FORT MYERS FL)

FL

12/01/2004 - 03/08/2018

SCOTTRADE, INC. (NAPLES FL)

MN

09/28/2000 - 11/30/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/28/2000 - 11/30/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/27/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/12/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott A Rosati.
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