Daniel Reagan
Daniel Reagan is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Burlington, VT, with 38 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
171 Battery Street, Suite 1, Burlington, VT, 05401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is a partner at Castle Advisors, LLP, an insurance agency, and sells fixed insurance. He is also a broker/sole proprietor selling fixed insurance and employee benefits, and the president of Technical Packaging Service, Inc. In addition, Daniel is an independent broker selling insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
NFP Securities, INC.
NFP Securities, INC.Broker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Equity Services, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.