Thomas Reagan
Thomas Reagan is a registered investment advisor at Cetera Investment Advisers LLC, based in Merrick, NY, with 35 years of industry experience. Thomas 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
1840 Merrick Ave, Merrick, NY, 11566
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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
Thomas sells fixed insurance products with various companies, dedicating a few hours per week to this activity. He also works as a financial professional for Merrick Planning Group/Merrick Financial Group, spending nearly full-time hours educating and guiding families in financial planning.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Flynn Zito Capital Management, LLC
LPL Financial LLCBroker
Wm Financial Services, INC.Broker
Citicorp Investment ServicesBroker
Gaines, Berland INC.Broker
Hampshire Securities CorporationBroker
Whale Securities CO., L.P.Broker
T.R. Winston & Company, INC.Broker
Barington Capital Group, L.P.Broker
A.S. Goldmen & CO., INC.Broker
First American National Securities, INC.Broker
State Registrations11 states
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