John E. Egan
Professional summary
John Eugene Egan, who also goes by John E Egan, is a registered financial advisor currently at REVERE WEALTH MANAGEMENT LLC located in Margate, Florida and REVERE SECURITIES LLC located in New York, New York.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1976. John has worked at 20 firms and has passed the Series 65, Series 63, SIE, Series 79, Series 5, PC, Series 7, Series 4, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Eugene Egan's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 8, 2023 - Present
REVERE WEALTH MANAGEMENT LLC
August 11, 2023 - Present
REVERE SECURITIES LLC
Office #1: 560 Lexington Avenue 16th Floor, New York, NY 10022August 26, 2013 - August 1, 2023
NFSG CORPORATION
August 5, 2013 - August 1, 2023
NEWBRIDGE SECURITIES CORPORATION
June 7, 2013 - August 7, 2013
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
November 30, 2012 - July 2, 2013
CBG WEALTH MANAGEMENT
June 15, 2012 - August 9, 2013
IAA FINANCIAL LLC
April 1, 2009 - June 15, 2012
FINTEGRA, LLC
March 23, 2009 - June 15, 2012
FINTEGRA, LLC
March 5, 2008 - March 24, 2009
SANDERS MORRIS LLC
February 29, 2008 - March 24, 2009
SANDERS MORRIS LLC
December 1, 2004 - March 3, 2008
MORGAN KEEGAN & COMPANY, LLC
October 4, 2002 - March 3, 2008
MORGAN KEEGAN & COMPANY, LLC
January 2, 2002 - October 10, 2002
LADENBURG CAPITAL MANAGEMENT INC.
July 2, 1997 - January 2, 2002
LADENBURG THALMANN & CO. INC.
February 8, 1996 - July 1, 1997
MESIROW FINANCIAL, INC.
September 28, 1990 - February 9, 1996
PRUDENTIAL EQUITY GROUP, LLC
May 22, 1989 - September 19, 1990
CITIGROUP GLOBAL MARKETS INC.
September 17, 1982 - May 22, 1989
DREXEL BURNHAM LAMBERT INCORPORATED
October 22, 1979 - September 23, 1982
CIBC WORLD MARKETS CORP.
May 23, 1978 - November 3, 1983
THOMSON MCKINNON SECURITIES INC.
February 2, 1978 - June 26, 1978
WHITE, WELD & CO. INCORPORATED
March 1, 1976 - March 25, 1978
REYNOLDS SECURITIES, INC.
Primary Firm SEC Registration
REVERE WEALTH MANAGEMENT LLC
CRD#: 170560 / SEC#: 801-110372
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/11/2023)
(8/21/2023)
(9/8/2023)
(8/31/2023)
(8/11/2023)
(8/11/2023)
(8/11/2023)
(8/11/2023)
(8/31/2023)
(8/21/2023)
Exams
Series 5
Date: 10/15/1981
Interest Rate Options ExaminationPC
Date: 4/1/1977
AMEX Put and Call ExamSeries 8
Date: 10/20/1986
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
REVERE WEALTH MANAGEMENT LLC
CRD#: 170560 / SEC#: 801-110372
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 101 |
| AUM (Assets Under Management) | $ 76,783,492 |
Red Flags
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