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Salvador Rosas

Transamerica Retirement Advisors, LLC
7 Years of Experience
Colorado Springs, CO
1 DisclosureBroker
View SEC Summary
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Salvador Rosas is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Colorado Springs, CO, with 7 years of industry experience. Salvador is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 212,722 clients with $19B in assets under management.

Transamerica Retirement Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
306 advisors
Number of Clients
212,722 clients
Average Client Portfolio
$89K average
Assets Under Management
$18.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $150K0.95%
$150K - $1000K0.90%
$1M+0.80%

Fees are not negotiable. Breakpoint reductions may apply based on products and services held through Transamerica.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Colorado Springs, CO

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
June 2026 - Present · 4 mos
Transamerica Investors Securities, LLC
June 2026 - Present · 4 mos
Transamerica Investors Securities, LLCBroker
June 2026 - Present · 4 mos
Previous Registrations
Robinhood Asset Management
April 2025 - October 2025 · 6 mos
Robinhood Financial, LLCBroker
November 2024 - October 2025 · 11 mos
Empower Advisory Group, LLC
January 2023 - September 2024 · 1 yr 8 mos
Empower Financial Services, INC.Broker
November 2022 - September 2024 · 1 yr 10 mos
Robinhood Financial, LLCBroker
August 2021 - August 2022 · 1 yr
USAA Investment Services CompanyBroker
June 2020 - September 2020 · 3 mos
USAA Investment Services Company
March 2019 - July 2020 · 1 yr 4 mos
USAA Financial Advisors, INC.Broker
March 2019 - June 2020 · 1 yr 3 mos
T. Rowe Price Advisory Services, INC.
June 2016 - June 2018 · 2 yrs
T. Rowe Price Investment Services, INC.Broker
May 2016 - June 2018 · 2 yrs 1 mo
State Registrations52 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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