Reagan Securities, Inc.

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
156034
Registered since
February 2, 2012

Firm profile

FINTRX

Overview

Reagan Securities, Inc. is organized as a corporation and is classified in the data set as an investment bank. The firm has been SEC-registered since 2012 and is owned through a combination of a domestic entity and an individual. Data points indicate it does not act as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a related adviser to another registered firm. The profile in the source contains minimal operational detail beyond regulatory and classification fields. The combination of an investment bank designation with a negative flag for capital allocation suggests the firm's primary activities are likely centered on advisory, underwriting, or transactional work rather than managing third-party investment capital, but the record does not provide specifics about business lines, client types, or fee arrangements.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Kevin Stipe

    Kevin Stipe

    Partner and Chief Executive OfficerCRD 1390642

Contacts

3 of 16
  • Eric Mitchell

    Eric Mitchell

    Senior AnalystCRD 7831199

  • Mark Crites

    Mark Crites

    PartnerCRD 6094476

  • Deborah Agerton

    Financial and Operations PrincipalCRD 4460597

Unlock 13 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3495 Piedmont Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth