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Richard Paul Reagan

Reagan Companies Asset Management, Inc

Syracuse, NY

CRD 2391015

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Employer firm

Reagan Companies Asset Management, Inc CRD 161648

$1.16B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Reagan Companies Asset Management, Inc

443 N Franklin St Suite 220, Syracuse, NY 13204 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-22
TX RA APPROVED 2023-03-15
NY RA APPROVED 2021-03-04
  • FL RA
    APPROVED
    Since 2025-12-22
  • TX RA
    APPROVED
    Since 2023-03-15
  • NY RA
    APPROVED
    Since 2021-03-04

Branch Locations

443 N Franklin St Suite 220, Syracuse, NY 13204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Reagan Companies Asset Management, Inc. Syracuse NY 03/2012 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-10-19
  • S63 Uniform Securities Agent State Law Examination
    1993-10-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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