Daniel Reganata is a PFS-designated registered investment advisor, based in Cherry Hill, NJ, with 18 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1892 Greentree Rd, Suite 2, Cherry Hill, NJ, 08003
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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 sells equity indexed annuities and provides insurance solutions through Avantax Insurance Agency and/or Avantax Insurance Services, dedicating a few hours per week. He also owns Reganata & Associates, providing accounting, tax services, and consulting, which takes nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Questar Capital CorporationBroker
Hd Vest Investment ServicesBroker
State Registrations5 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.
Exams
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