Thomas Reagan (CRD# 2052371) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Merrick, NY and has over 33 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Merrick, NY | Apr 2016 - Current | 8 |
| Kestra Investment Services, LLC | Merrick, NY | Oct 2015 - Current | 8 |
| Nfp Advisor Services, LLC | Sea Cliff, NY | Oct 2015 - Apr 2016 | < 1 |
| Flynn Zito Capital Management, LLC | Garden City, NY | Aug 2010 - Oct 2015 | 5 |
| Lpl Financial Llc (f/k/a Linsco/private Ledger) | Garden City, NY | Feb 2005 - Oct 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1990 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2010 |
- NY
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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