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President · Reagan Companies Asset Management, Inc

Richard P. Reagan

CRD 2391015 · Named on Form ADV at one SEC-registered adviser

At a glance

Reagan Companies Asset Management, Inc, an SEC-registered wealth manager based in Syracuse, NY with $1.2 billion in regulatory assets, lists Richard P. Reagan on its Form ADV as President, a control person.

Firms and roles

AtlasMembers

Richard’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • David HaahrChief Operating Officer, Reagan Companies Asset Management, Inc
  • Michelle L. CathcartChief Compliance Officer, Reagan Companies Asset Management, Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.