Unclaimed Profile

Catrina Joelle Reagan

KISTLER-TIFFANY COMPANIES, LLC·BERWYN, Pennsylvania

Clean recordKISTLER-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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KISTLER-TIFFANY COMPANIES, LLC

KISTLER-TIFFANY ADVISORS

AUM

$992M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5161024

Firm CRD# 145256

View on FINRA BrokerCheck →

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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. 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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