Desiree A. Reil

TRANSAMERICA RETIREMENT ADVISORS

Cherry Hill, NJ

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CRD#: 2151106

Professional summary

Desiree A. Reil, who also goes by Desiree Ann Brocious, Desiree Ann Reil, Desiree A Reil, is a registered financial advisor currently at TRANSAMERICA RETIREMENT ADVISORS, LLC located in Cherry Hill, New Jersey and TRANSAMERICA INVESTORS SECURITIES, LLC located in Davenport,, Florida.

Desiree is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Desiree has worked at 17 firms and has passed the Series 63, Series 65, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Desiree Ann Brocious | Desiree Ann Reil | Desiree A Reil

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Desiree A. Reil's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 12, 2025 - Present

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

Cherry Hill, NJ

Current

November 11, 2025 - Present

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

Davenport,, FL

Past

May 5, 2023 - November 4, 2025

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

Mount Laurel, NJ

Past

May 5, 2023 - November 4, 2025

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

Mount Laurel, NJ

Past

March 15, 2022 - May 2, 2023

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

CHERRY HILL, NJ

Past

March 14, 2022 - May 2, 2023

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

December 13, 2018 - December 16, 2021

ANDREW GARRETT INC.

CRD#: 29931

CHERRY HILL, NJ

Past

December 7, 2018 - December 17, 2021

CORDASCO FINANCIAL NETWORK, INC.

RIA

CRD#: 159544

CHERRY HILL, NJ

Past

December 19, 2014 - December 13, 2018

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

BERKELEY HEIGHTS, NJ

Past

December 19, 2014 - December 13, 2018

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

BERKELEY HEIGHTS, NJ

Past

July 13, 2010 - November 14, 2014

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MARLTON, NJ

Past

July 8, 2010 - November 13, 2014

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MARLTON, NJ

Past

December 15, 2006 - January 25, 2010

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

MOORESTOWN, NJ

Past

December 15, 2006 - January 25, 2010

CHARLES SCHWAB & CO., INC.

CRD#: 5393

MOORESTOWN, NJ

Past

May 17, 2006 - December 15, 2006

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

MARLTON, NJ

Past

May 16, 2006 - December 15, 2006

TD AMERITRADE, INC.

RIA

CRD#: 7870

MARLTON, NJ

Past

November 18, 2005 - December 15, 2006

TD AMERITRADE, INC.

CRD#: 7870

MARLTON, NJ

Past

September 12, 2005 - November 15, 2005

USALLIANZ SECURITIES, INC.

RIA

CRD#: 40875

VOORHEES, NJ

Past

September 12, 2005 - November 15, 2005

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

February 13, 2003 - September 9, 2005

CITISTREET FINANCIAL SERVICES LLC

RIA

CRD#: 107311

WOODBRIDGE, NJ

Past

February 11, 2003 - September 9, 2005

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

June 20, 2002 - November 29, 2002

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

VOORHEES, NJ

Past

January 17, 1996 - November 29, 2002

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRANSAMERICA RETIREMENT ADVISORS, LLC

DIVERSIFIED INVESTMENT ADVISORS INC | TRANSAMERICA RETIREMENT ADVISORS, LLC | TRANSAMERICA RETIREMENT ADVISORS, INC. | DIVERSIFIED RETIREMENT CORPORATION | DIVERSIFIED INVESTMENT ADVISORS, INC.

CRD#: 107319 / SEC#: 801-42910

RIA

Registered Investment Advisory firm - (12/16/1992 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(11/11/2025)

Alaska
(11/11/2025)

Arizona
(11/11/2025)

Arkansas
(11/11/2025)

California
(11/11/2025)

Colorado
(11/11/2025)

Connecticut
(11/11/2025)

Delaware
(11/11/2025)

District of Columbia
(11/11/2025)

Florida
(11/11/2025)

Georgia
(11/11/2025)

Hawaii
(11/11/2025)

Idaho
(11/11/2025)

Illinois
(11/11/2025)

Indiana
(11/11/2025)

Iowa
(11/11/2025)

Kansas
(11/11/2025)

Kentucky
(11/11/2025)

Louisiana
(11/11/2025)

Maine
(11/11/2025)

Maryland
(11/11/2025)

Massachusetts
(11/11/2025)

Michigan
(11/11/2025)

Minnesota
(11/11/2025)

Mississippi
(11/11/2025)

Missouri
(11/11/2025)

Montana
(11/11/2025)

Nebraska
(11/11/2025)

Nevada
(11/11/2025)

New Hampshire
(11/11/2025)

New Jersey
(11/11/2025)

IAR

New Jersey
(11/12/2025)

New Mexico
(11/11/2025)

New York
(11/11/2025)

North Carolina
(11/13/2025)

North Dakota
(11/11/2025)

Ohio
(11/12/2025)

Oklahoma
(11/11/2025)

Oregon
(11/11/2025)

Pennsylvania
(11/11/2025)

Puerto Rico
(11/11/2025)

Rhode Island
(11/11/2025)

South Carolina
(11/11/2025)

South Dakota
(11/11/2025)

Tennessee
(11/11/2025)

Texas
(11/11/2025)

Utah
(11/11/2025)

Vermont
(11/11/2025)

Virginia
(11/11/2025)

Washington
(11/11/2025)

West Virginia
(11/11/2025)

Wisconsin
(11/11/2025)

Wyoming
(11/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/28/2005

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/26/1996

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/29/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/16/1996

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TRANSAMERICA RETIREMENT ADVISORS, LLC

DIVERSIFIED INVESTMENT ADVISORS INC | TRANSAMERICA RETIREMENT ADVISORS, LLC | TRANSAMERICA RETIREMENT ADVISORS, INC. | DIVERSIFIED RETIREMENT CORPORATION | DIVERSIFIED INVESTMENT ADVISORS, INC.

CRD#: 107319 / SEC#: 801-42910

RIA

Registered Investment Advisory firm - (12/16/1992 Approved)

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Contact information

Main Address

6400 C Street Sw, Cedar Rapids, IA 52499

Mailing Address

Phone number

(866) 368-0566

Established

Firm type

Fiscal year end

# of Employees

383

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRANSAMERICA RETIREMENT ADVISORS, LLC THIRD PARTY MONEY MANAGERS BROCHURES (5/22/2025)

TRANSAMERICA RETIREMENT ADVISORS, LLC TRANSAMERICA PERSONALIZED PORTFOLIOS BROCHURE (2/14/2025)

TRANSAMERICA RETIREMENT ADVISORS, LLC. DEFINED BENEFIT SERVICES BROCHURE (2/14/2025)

TRANSAMERICA RETIREMENT ADVISORS, LLC. MANAGED ADVICE SERVICES BROCHURE (2/14/2025)

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	Cover Page	Report
10/25/2024	Cover Page	Report
07/25/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Desiree A. Reil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Desiree A. Reil's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA RETIREMENT ADVISORS, LLC

TRANSAMERICA INVESTORS SECURITIES, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

EMPOWER ADVISORY GROUP, LLC

EMPOWER FINANCIAL SERVICES, INC.

ANDREW GARRETT INC.

CORDASCO FINANCIAL NETWORK, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

USALLIANZ SECURITIES, INC.

USALLIANZ SECURITIES, INC.

CITISTREET FINANCIAL SERVICES LLC

CITISTREET EQUITIES LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

TRANSAMERICA RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/28/2005

Series 65

Date: 1/26/1996

SIE

Date: 10/1/2018

Series 31

Date: 8/29/1997

Series 7

Date: 1/16/1996

FINRA

Current Firm

TRANSAMERICA RETIREMENT ADVISORS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRANSAMERICA RETIREMENT ADVISORS, LLC

TRUST BUT VERIFY

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