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Reagan Companies Asset Management, Inc CRD 161648
$1.16B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
443 N Franklin St Suite 220, Syracuse, NY 13204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-29 |
| FL | RA | APPROVED | 2018-10-03 |
Branch Locations
443 N Franklin St Suite 220, Syracuse, NY 13204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company | Latham | NY | 09/2013 | 01/2017 |
| Reagan Investment Management | Marcellus | NY | 02/2018 | Present |
| Reagan Companies Asset Management | Syracuse | NY | 02/2018 | Present |
| Knolls Atomic Power Laboratory | Niskayna | NY | 02/2017 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-12 |
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