Unclaimed Profile

Scott Gilliam Russell

TRANSAMERICA FINANCIAL ADVISORS, INC.·ST PETERSBURG, Florida

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 66CFPClean record32 years registeredTRANSAMERICA FINANCIAL ADVISORS, INC.

570 CARILLON PARKWAY, ST PETERSBURG, FL 33716-1202CRD# 2409651Firm CRD# 16164

Profile Verification

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

Identity

Scott Gilliam Russell · ST PETERSBURG, FL

Registration

CRD #2409651 · TRANSAMERICA FINANCIAL ADVISORS, INC. · 32 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Nov 2018 – present

SIGNATOR INVESTORS, INC.

May 2016 – Nov 2018

TAMPA, FL

TRANSAMERICA FINANCIAL ADVISORS, INC.

May 2009 – Sep 2009

ST. PETERSBURG, FL

TRANSAMERICA FINANCIAL ADVISORS, INC.

Feb 1994 – May 2016

ST. PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · February 14, 1994

Years registered · 32

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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

Speak with Scott Gilliam

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Scott Gilliam is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ST PETERSBURG?

Browse all registered financial advisors in ST PETERSBURG, Florida or claim this profile if it's yours.

Browse ST PETERSBURG Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Scott Gilliam Russell offer?

Scott Gilliam Russell specializes in Investment Management, Fee-Only Advisory. Contact their office in ST PETERSBURG, Florida for a consultation.

What are Scott Gilliam Russell's credentials?

Scott Gilliam Russell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott Gilliam Russell located?

Scott Gilliam Russell 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 Scott Gilliam Russell charge for services?

Scott Gilliam Russell'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →