Reagan Companies Asset Management, Inc

Investment Advisor
in Marcellus, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Esford is a certified financial planner operating in Marcellus, New York with a total of 4 years of relevant experience. Esford is an employee of Reagan Companies Asset Management, Inc. Their career trajectory has included roles at Allied Financial Services Inc, Walmart, Inc, Aps, Inc, Securities America, Inc, Securities America Advisors, Inc, Rochester Institute Of Technology, Allied Financial Services, Inc and Reagan Companies Asset Management, Inc. Esford has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and New York. Reagan Companies Asset Management, Inc is a registered investment firm based out of Marcellus, NY. It manages $675 million in total assets between its 663 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 663 customer accounts, 23% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Reagan Companies Asset Management, Inc has a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees usually depend on which services are offered. Fee types charged by Reagan Companies Asset Management, Inc likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8 E Main Street
Marcellus, NY 13108

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Reagan Companies Asset Management, Inc Brokerage Details

Total Assets Under Management


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Daniel Esford Work History

Daniel has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Reagan Companies Asset Management, Inc

2019 - 2019 (< 1 year)

Securities America, Inc

2019 - 2019 (< 1 year)

Securities America Advisors, Inc

2015 - 2019 (4 years)

Allied Financial Services Inc

2015 - 2019 (4 years)

Allied Financial Services, Inc

2014 - 2015 (1 year)

Aps, Inc

2012 - 2014 (2 years)

Walmart, Inc

2009 - 2013 (4 years)

Rochester Institute Of Technology

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Daniel Esford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Reagan Companies Asset Management, Inc

Christopher Riggi
Marcellus, NY
Daniel Esford
Marcellus, NY
David Haahr
Marcellus, NY
Richard Reagan
Marcellus, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started