Reagan Goolcharan
Reagan Goolcharan is a registered investment advisor at Osaic Wealth, INC., based in Cherry Hill, NJ, with 15 years of industry experience. Reagan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1909 Marlton Pike East, Suite 100, 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
Reagan is an Investment Advisor Representative at Wealth Management Associates, Inc., focusing on financial advising and asset management, which takes nearly full-time. Reagan is also an insurance agent, providing insurance products to clients, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Wealth Management Associates, INC.
Previous Registrations
Securities America, INC.Broker
New England SecuritiesBroker
State Registrations4 states
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