AdvisorOS Directory
Claim Profile
Unclaimed Profile
RR

Richard Paul Reagan

REAGAN COMPANIES ASSET MANAGEMENT, INC·MARCELLUS, New York
Clean recordREAGAN COMPANIES ASSET MANAGEMENT, INC
8 E MAIN STREET, MARCELLUS, NY 13108CRD# 2391015Firm CRD# 161648

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Paul Reagan · MARCELLUS, NY
Registration
CRD #2391015 · REAGAN COMPANIES ASSET MANAGEMENT, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Paul Reagan is a registered financial advisor based in MARCELLUS, New York, affiliated with REAGAN COMPANIES ASSET MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Richard

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

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

03

Firm Overview

Firm
REAGAN COMPANIES ASSET MANAGEMENT, INC
REAGAN COMPANIES ASSET MANAGEMENT, INC
AUM
$818M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at REAGAN COMPANIES ASSET MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2391015
Firm CRD# 161648
View on FINRA BrokerCheck →

Looking for a financial advisor in MARCELLUS?

Browse all registered financial advisors in MARCELLUS, New York or claim this profile if it's yours.

Browse MARCELLUS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Richard Paul Reagan offer?
Richard Paul Reagan specializes in Financial Planning, Investment Management. Contact their office in MARCELLUS, New York for a consultation.
What are Richard Paul Reagan's credentials?
Richard Paul Reagan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Paul Reagan located?
Richard Paul Reagan is based in MARCELLUS, New York, working with REAGAN COMPANIES ASSET MANAGEMENT, INC. Their office serves clients in the MARCELLUS metropolitan area and surrounding communities.
How does Richard Paul Reagan charge for services?
Richard Paul Reagan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REAGAN COMPANIES ASSET MANAGEMENT, INC?
REAGAN COMPANIES ASSET MANAGEMENT, INC has approximately 7 employees and manages $818M 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 →

Other Advisors at REAGAN COMPANIES ASSET MANAGEMENT, INC

David Haahr
MARCELLUS, NY
James Michael Reagan
MARCELLUS, NY
Edward John Reagan
MARCELLUS, NY
Lisa Marie Bardou
MARCELLUS, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile