Unclaimed Profile

Reegan Elizabeth Rae

ARNERICH MASSENA, INC.·PORTLAND, Oregon

Series 7, Series 24, Series 66Clean record19 years registeredARNERICH MASSENA, INC.

650 NE HOLLADAY STREET, PORTLAND, OR 97232-2047CRD# 4775840Firm CRD# 116395

Profile Verification

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

Identity

Reegan Elizabeth Rae · PORTLAND, OR

Registration

CRD #4775840 · ARNERICH MASSENA, INC. · 19 years registered

Brand Profile

Not yet started

Career History

COLDSTREAM WEALTH MANAGEMENT

Jul 2024 – present

ARNERICH MASSENA, INC.

Feb 2022 – Aug 2024

PORTLAND, OR

ARNERICH MASSENA, INC.

Jun 2012 – Dec 2020

PORTLAND, OR

IRVINGTON CAPITAL LLC

Feb 2011 – Jul 2012

PORTLAND, OR

M HOLDINGS SECURITIES, INC.

Oct 2008 – Feb 2011

PORTLAND, OR

AXA ADVISORS, LLC

Oct 2006 – Aug 2008

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · October 30, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARNERICH MASSENA, INC.

CRD 116395 · SEC 801-61109

AUM

$1.7B

Regulatory assets under management

Employees

253 client accounts

Services offered by ARNERICH MASSENA, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ARNERICH MASSENA, INC. →

Introduction

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Frequently Asked Questions

What services does Reegan Elizabeth Rae offer?

Reegan Elizabeth Rae specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Reegan Elizabeth Rae's credentials?

Reegan Elizabeth Rae is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Reegan Elizabeth Rae located?

Reegan Elizabeth Rae is based in PORTLAND, Oregon, working with ARNERICH MASSENA, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Reegan Elizabeth Rae charge for services?

Reegan Elizabeth Rae's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets to which we consult. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARNERICH MASSENA, INC.?

ARNERICH MASSENA, INC. has approximately 21 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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