Donna Snider
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Donna Snider, who also goes by Donna Templeton Mccurdy, Donna Mccurdy Snider, Donna Marie Templeton, was a registered financial professional .
Donna is a previously registered financial professional and started their career in finance in 1988. Donna had worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 13, 2022 - April 24, 2025
TRANSAMERICA RETIREMENT ADVISORS, LLC
January 7, 2022 - April 24, 2025
TRANSAMERICA INVESTORS SECURITIES, LLC
September 16, 2021 - January 3, 2022
ALLIANT RETIREMENT CONSULTING
August 14, 2020 - December 31, 2021
CETERA WEALTH SERVICES, LLC
October 2, 2015 - May 27, 2020
ONEAMERICA SECURITIES, INC.
January 30, 2015 - October 1, 2015
BMO INVESTMENT DISTRIBUTORS, LLC
August 1, 2012 - January 30, 2015
BMO HARRIS FINANCIAL ADVISORS, INC.
December 14, 2006 - August 1, 2012
M&I FINANCIAL ADVISORS, INC
October 4, 2006 - November 8, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 20, 2006 - November 8, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 3, 2006 - November 8, 2006
GPC SECURITIES, INC.
May 25, 1988 - August 10, 1988
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD#: 107319 / SEC#: 801-42910
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD#: 107319 / SEC#: 801-42910
Contact information
SEC notice filing (53 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 212,836 |
| AUM (Assets Under Management) | $ 16,157,423,229 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/10/2025 | ||
| 10/25/2024 | ||
| 07/25/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
