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Catrina Joelle Reagan

KISTLER-TIFFANY COMPANIES, LLC·BERWYN, Pennsylvania
Unclaimed Profile
1205 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 5161024Firm CRD# 145256
01

About

Catrina Joelle Reagan is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with KISTLER-TIFFANY COMPANIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KISTLER-TIFFANY COMPANIES, LLC
KISTLER-TIFFANY ADVISORS
AUM
$992M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at KISTLER-TIFFANY COMPANIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5161024
Firm CRD# 145256
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catrina Joelle Reagan offer?
Catrina Joelle Reagan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Catrina Joelle Reagan's credentials?
Catrina Joelle Reagan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catrina Joelle Reagan located?
Catrina Joelle Reagan is based in BERWYN, Pennsylvania, working with KISTLER-TIFFANY COMPANIES, LLC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does Catrina Joelle Reagan charge for services?
Catrina Joelle 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 KISTLER-TIFFANY COMPANIES, LLC?
KISTLER-TIFFANY COMPANIES, LLC has approximately 20 employees and manages $992M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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