Shane Mahadeo
Shane Mahadeo is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Apopka, FL, with 2 years of industry experience. Shane 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 42,735 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.
Fee Estimator
Location
1741 Ocoee Apopka Rd, 1st Floor, Apopka, FL, 32703
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Regulatory History (1)
Financial
May 2021Employment History
Current Registrations
Transamerica Financial Advisors, LLCBroker
Transamerica Financial Advisors, LLC
Previous Registrations
Florida Financial Advisors, LLC
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
T Capital Funding, LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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
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