David Haahr, financial advisor Marcellus NY

David Haahr

CRD Number: 4635464
Current Firm: Reagan Companies Asset Management, Inc.
David Haahr (CRD# 4635464) is an Investment Advisor Representative working at Reagan Companies Asset Management, Inc. in Marcellus, NY and has over 16 years of experience in the finance industry. David Haahr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Reagan Companies Asset Mangement Inc. Marcellus, NY Mar 2012 - Current 12
Cadaret, Grant & Company, Inc. Marcellus, NY Apr 2004 - Dec 2015 11
Reagan Realty LLC Marcellus, NY Apr 2004 - Jan 2015 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for David Haahr
Phone Number: 315-673-2094
Registered State(s):
  • FL
  • NY
By the Numbers
  • Total Assets Under Management
    818
    MILLIONS
  • Total Number of Accounts
    691
    ACCOUNTS
  • Average Account Value
    $1,183,893
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

FL, NC, NY, SC, TX, VA

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