AdvisorOS Directory
Claim Profile
MR

Matthew Thomas Regan

WEALTHCARE ADVISORY PARTNERS LLC·WEST CHESTER, Pennsylvania
Unclaimed Profile
1065 ANDREW DRIVE, WEST CHESTER, PA 19380CRD# 2482606Firm CRD# 171976
01

About

Matthew Thomas Regan is a registered financial advisor based in WEST CHESTER, Pennsylvania, affiliated with WEALTHCARE ADVISORY PARTNERS 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
WEALTHCARE ADVISORY PARTNERS LLC
WEALTHCARE ADVISORY PARTNERS LLC
AUM
$4.5B
Regulatory assets under management
Employees
210
Total firm employees
View all advisors at WEALTHCARE ADVISORY PARTNERS 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# 2482606
Firm CRD# 171976
8 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WEST CHESTER?

Browse all registered financial advisors in WEST CHESTER, Pennsylvania or claim this profile if it's yours.

Browse WEST CHESTER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Matthew Thomas Regan offer?
Matthew Thomas Regan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST CHESTER, Pennsylvania for a consultation.
What are Matthew Thomas Regan's credentials?
Matthew Thomas Regan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Thomas Regan located?
Matthew Thomas Regan is based in WEST CHESTER, Pennsylvania, working with WEALTHCARE ADVISORY PARTNERS LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.
How does Matthew Thomas Regan charge for services?
Matthew Thomas Regan'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 WEALTHCARE ADVISORY PARTNERS LLC?
WEALTHCARE ADVISORY PARTNERS LLC has approximately 210 employees and manages $4.5B 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 in WEST CHESTER
Brian Mitchell Wrubel — PEIRCE PARK GROUP INC.Vincent Thomas Lowry — GLOBAL BETA ADVISORS LLCRichard Edward Gelfand — VENERABLE INVESTMENT ADVISERS, LLCPatrick Jude Kennedy — DIRECTED SERVICES LLCBrian Henry Person — KITE AND KEY ASSET MANAGEMENT LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile