Unclaimed Profile

Catrina Joelle Reagan

KISTLER-TIFFANY COMPANIES, LLC·BERWYN, Pennsylvania

SIE, Series 7, Series 24, Series 66Clean record13 years registeredKISTLER-TIFFANY COMPANIES, LLC

1205 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 5161024Firm CRD# 145256

Profile Verification

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

Identity

Catrina Joelle Reagan · BERWYN, PA

Registration

CRD #5161024 · KISTLER-TIFFANY COMPANIES, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KISTLER-TIFFANY COMPANIES, LLC

KISTLER-TIFFANY ADVISORS

Sep 2012 – Nov 2016

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · September 14, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KISTLER-TIFFANY COMPANIES, LLC

CRD 145256 · SEC 801-68502

AUM

$992M

Regulatory assets under management

Employees

1,422 client accounts

Services offered by KISTLER-TIFFANY COMPANIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KISTLER-TIFFANY COMPANIES, LLC →

Introduction

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Frequently Asked Questions

What services does Catrina Joelle Reagan offer?

Catrina Joelle Reagan specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with KISTLER-TIFFANY COMPANIES, LLC.

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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