Unclaimed Profile

Matthew Thomas Regan

WEALTHCARE ADVISORY PARTNERS LLC·WEST CHESTER, Pennsylvania

WEALTHCARE ADVISORY PARTNERS LLC

1065 ANDREW DRIVE, WEST CHESTER, PA 19380CRD# 2482606Firm CRD# 171976

Profile Verification

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

Identity

Matthew Thomas Regan · WEST CHESTER, PA

Registration

CRD #2482606 · WEALTHCARE ADVISORY PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

8 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2482606

Firm CRD# 171976

View on FINRA BrokerCheck →

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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.

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