Daniel Guzzo (CRD# 1889553) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Wayne, NJ and has over 8 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Retirement Solutions | Harrison, NY | Jul 2015 - Current | 8 |
| Transamerica Investors Securities Corporation | Wayne, NJ | Jul 2015 - Current | 8 |
| Taproot Foundation | New York, NY | Apr 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
| S63 | Uniform Securities State Law Examination | Aug 2015 |
- NJ
-
Total Assets Under Management12,680MILLIONS
-
Total Number of Accounts160,403ACCOUNTS
-
Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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