RG
Reagan I. Goolcharan
WEALTH MANAGEMENT ASSOCIATES
CHERRY HILL, NJ 08003
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CRD#: 5853252
RG
Professional summary
Reagan Ian Goolcharan, who also goes by Reagan Goolcharan, is a registered financial advisor currently at WEALTH MANAGEMENT ASSOCIATES, INC. located in Cherry Hill, New Jersey and OSAIC WEALTH, INC. located in Cherry Hill, New Jersey.
Reagan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Reagan has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Reagan Goolcharan
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
DBA: WEALTH MANAGEMENT ASSOCIATES, INC. WEALTH MANAGEMENT ASSOCIATES, INC. POSITION: Investment Advisor Representative NATURE: Investment Advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/16/2014 ADDRESS: 1909 Route 70 East, Suite 100, Cherry Hill NJ 08003, United States DESCRIPTION: Financial advisor and asset management. REAGAN GOOLCHARAN POSITION: Insurance agent NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 06/2012 - LOCATED AT 1909 ROUTE 70 EAST, STE 100, CHERRY HILL, NJ 08003 INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2012 ADDRESS: 1909 Route 70, Suite 100, Cherry Hill NJ 08003, United States DESCRIPTION: Providing insurance products to clients upon request that may have investment sub accounts.
CRS (Client Relationship Summary) - RIA
Click below to view Reagan Ian Goolcharan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 20, 2014 - Present
WEALTH MANAGEMENT ASSOCIATES, INC.
Office #1: 1909 Marlton Pike East Suite 100, Cherry Hill, NJ 08003RIA
CRD#: 117606
CHERRY HILL, NJ
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 1909 Route 70 E Ste 100, Cherry Hill, NJ 08003RIA
BD
CRD#: 23131
CHERRY HILL, NJ
Past
January 16, 2014 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
CHERRY HILL, NJ
Past
December 15, 2010 - January 23, 2014
NEW ENGLAND SECURITIES
BD
CRD#: 615
WALL TOWNSHIP, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WM
WEALTH MANAGEMENT ASSOCIATES, INC.
HADDONFIELD FINANCIAL PLANNING | WEALTH MANAGEMENT ASSOCIATES, INC.
CRD#: 117606 / SEC#: 801-79993
RIA
Registered Investment Advisory firm - (7/2/2014 Approved)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/28/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(6/14/2024)
IAR
New Jersey(3/25/2014)
RR
New Jersey(6/14/2024)
RR
New York(6/14/2024)
RR
Pennsylvania(6/14/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WM
WEALTH MANAGEMENT ASSOCIATES, INC.
HADDONFIELD FINANCIAL PLANNING | WEALTH MANAGEMENT ASSOCIATES, INC.
CRD#: 117606 / SEC#: 801-79993
RIA
Registered Investment Advisory firm - (7/2/2014 Approved)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/28/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1909 Route 70 East Suite 100, Cherry Hill, NJ 08003
Mailing Address
Phone number
(856) 424-2350
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,972 |
| AUM (Assets Under Management) | $ 646,804,888 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
