Osaic Wealth
44yrs
Top advisor by experience in Cary
11yrs
Roberto Pflaumer
Financial advisor at Transamerica Financial Advisors
Roberto Pflaumer is a fiduciary financial advisor in Cary, North Carolina, with 11 years in the industry. Roberto joined Transamerica Financial Advisors in 2015, a firm offering investment management and selecting outside investment managers. Transamerica Financial Advisors reports being paid through a percentage of assets.
One of 296 advisors with offices in Cary, and one of 280 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office1155 Kildaire Farm Road Suite 213, Cary, NC 27511
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?1 state
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowTransamerica Financial Advisors, LLCCurrent firm
Contact Roberto
(770) 248-3271Firm headquarters in Philadelphia, PA. Ask for Roberto. 1155 Kildaire Farm Road Suite 213Cary, NC 27511Office · Get directions LinkedIn pageTransamerica Financial Advisors
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Questions to ask Roberto
Tailored to Roberto’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Roberto
How do I contact Roberto?
Call Transamerica Financial Advisors at (770) 248-3271 and ask for Roberto Pflaumer. Roberto works from the Cary, NC office.
How long has Roberto been a financial advisor?
Roberto has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Roberto hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Roberto a fiduciary?
Roberto is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Roberto paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Roberto for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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