Unclaimed Profile

Andrew Michael Schaad

TRANSAMERICA FINANCIAL ADVISORS, INC.·ST PETERSBURG, Florida

SIE, Series 4, Series 7, Series 24, Series 31, Series 63, Series 6523 years registeredTRANSAMERICA FINANCIAL ADVISORS, INC.

570 CARILLON PARKWAY, ST PETERSBURG, FL 33716-1202CRD# 3084299Firm CRD# 16164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Michael Schaad · ST PETERSBURG, FL

Registration

CRD #3084299 · TRANSAMERICA FINANCIAL ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

TRANSAMERICA FINANCIAL ADVISORS, LLC

Jan 2012 – present

INVESTMENT ADVISORS INTERNATIONAL, INC.

Aug 2006 – Jan 2012

JOHNS CREEK, GA

INTERSECURITIES, INC.

Apr 2003 – Sep 2006

DULUTH, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · April 30, 2003

Years registered · 23

Disclosure History

1993Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD 16164 · SEC 801-38618

AUM

$1.6B

Regulatory assets under management

Employees

1,127

45,001 client accounts

Services offered by TRANSAMERICA FINANCIAL ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TRANSAMERICA FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Andrew Michael Schaad offer?

Andrew Michael Schaad specializes in Investment Management, Fee-Only Advisory. Contact their office in ST PETERSBURG, Florida for a consultation.

What are Andrew Michael Schaad's credentials?

Andrew Michael Schaad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Michael Schaad located?

Andrew Michael Schaad is based in ST PETERSBURG, Florida, working with TRANSAMERICA FINANCIAL ADVISORS, INC.. Their office serves clients in the ST PETERSBURG metropolitan area and surrounding communities.

How does Andrew Michael Schaad charge for services?

Andrew Michael Schaad's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRANSAMERICA FINANCIAL ADVISORS, INC.?

TRANSAMERICA FINANCIAL ADVISORS, INC. has approximately 1127 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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