Reagan Companies Asset Management, Inc.

Reagan Companies Asset Management, Inc. (CRD# 161648) is a financial advisory firm headquartered in Marcellus, NY. They manage $818,070,197 in 691 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
8 E Main Street, Marcellus, NY 13108
https://www.reaganinvesting.com
By the Numbers
  • Total Assets Under Management
    818
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

FL, NC, NY, SC, TX, VA

Financial Advisors at Reagan Companies Asset Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Daniel Esford, financial advisor Marcellus NY
Daniel J. Esford
CRD#: 6455605
8 E Main Street, Marcellus, NY 13108

Daniel Esford (CRD# 6455605) is an Investment Advisor Representative working at Reagan Companies Asset Management, Inc. in Marcellus, NY and has over 4 years of experience in the finance industry. Daniel Esford 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
David Haahr, financial advisor Marcellus NY
David Haahr
CRD#: 4635464
8 E Main Street, Marcellus, NY 13108
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.
3
Richard Reagan, financial advisor Marcellus NY
Richard P. Reagan
CRD#: 2391015
8 E Main Street, Marcellus, NY 13108

Richard Reagan (CRD# 2391015) is an Investment Advisor Representative working at Reagan Companies Asset Management, Inc. in Marcellus, NY and has over 30 years of experience in the finance industry.

4
Christopher Riggi, financial advisor Marcellus NY
Christopher P. Riggi
CRD#: 6277968
8 E Main Street, Marcellus, NY 13108
Christopher Riggi (CRD# 6277968) is an Investment Advisor Representative working at Reagan Companies Asset Management, Inc. in Marcellus, NY and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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