Allentown, PA Office

Team
Updated today

Client AUM

$2,064,369,837

Clients

42,497

Advisors

2

Of 1,120 advisors across 280 offices

Location

7540 Windsor Dr, Suite 109

Allentown PA 18195

Advisors at this office

2

Advisors at this office

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Brian S

Series 65, Series 63

Allentown, PA

Transamerica Financial Advisors

Brian Schiavo is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Transamerica Financial Advisors since 2022, following prior roles at United Financial Services and The Prudential Insurance Company of America. In addition to his advisory work, he serves as an Associate Director with Transamerica Agency Network, involved in sales and training related to life insurance and fixed index annuities. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios, fee-based wrap programs, and commission-based insurance and brokerage products.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Michael M

Series 63, Series 65

Allentown, PA

Transamerica Financial Advisors

Michael Mastillo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with Transamerica Financial Advisors since 2018 and previously worked at United Financial Services and The Assurance Group. He is also involved in insurance sales for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios and third-party managers across multiple platforms and manages approximately $1.7 billion in assets under management.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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