Richard Reagan
Reagan Companies Asset Management · Syracuse, New York
Richard Reagan is a fee-only financial advisor at Reagan Companies Asset Management in Syracuse, New York, who holds the CFP credential. Reagan Companies Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Reagan Companies Asset Management |
|---|---|
| Based in | Syracuse, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.16B across 2,100 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY, TX · CRD 2391015 |
| Exams passed | Series 63 (1993) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.reaganinvesting.com |
| Profile |
How Richard's firm compares
- Reagan Companies Asset Management's average account is about $553,000, from its Form ADV (assets managed divided by 2,100 accounts).
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Questions about Richard
Is Richard Reagan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Reagan Companies Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Reagan Companies Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Reagan based?
Richard Reagan is based in Syracuse, New York.
What credentials does Richard Reagan hold?
Richard Reagan holds the CFP credential.
Is Richard Reagan registered with the SEC?
Yes. Richard Reagan is registered as an investment adviser representative in FL, NY and TX (CRD 2391015), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Reagan Companies Asset Management manage?
Reagan Companies Asset Management reports $1.16B across 2,100 accounts in assets under management.
How do I contact Richard Reagan?
Through Richard's website, www.reaganinvesting.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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