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Christopher Michael Reagan

Meridian Wealth Management, LLC

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About Christopher Michael Reagan

Christopher Michael Reagan is an investment advisor representative at Meridian Wealth Management, LLC, a firm located in Lexington, Kentucky. Christopher has been in the financial services industry since 1995 and holds a Series 63 and Series 65 licenses. Christopher has worked with several firms throughout his career, including Pruco Securities, LLC, MML Investors Services, LLC, and Metropolitan Life Insurance Company. Christopher is also an insurance producer for Meridian Insurance LLC.

Firm Information

Christopher Reagan is currently registered with Meridian Wealth Management, LLC. Meridian Wealth Management, LLC is a Kentucky-based firm that manages over $2.9 billion in assets for individuals, families, and institutions. The firm specializes in financial planning, portfolio management, and pension consulting, offering personalized investment solutions tailored to each client's unique needs. Their team of experienced professionals provides a range of services, including educational seminars and selection of other advisors. The firm has a strong focus on serving high-net-worth individuals, charitable organizations, and businesses. They also participate in wrap fee programs.
Meridian Wealth Management, LLC

100 W MAIN STREET

LEXINGTON, KY 40507

$2.91B

Assets Under Management

10

Total Clients

48

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Reagan’s Registration & Firm History

KY

08/29/2022 - Present

Meridian Wealth Management, LLC (LEXINGTON KY)

NJ

02/04/2019 - 05/17/2022

PRUCO SECURITIES, LLC. (EAST BRUNSWICK NJ)

NY

03/25/2017 - 02/07/2019

MML INVESTORS SERVICES, LLC (NEW YORK NY)

NY

12/15/2005 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (NEW YORK NY)

NY

12/15/2005 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NJ

03/19/2004 - 12/13/2005

ROYAL ALLIANCE ASSOCIATES, INC. (RED BANK NJ)

NY

03/19/2001 - 04/02/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

01/09/1998 - 03/23/2001

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

MO

07/30/1996 - 12/17/1997

EVEREN SECURITIES, INC. (ST. LOUIS MO)

NY

12/22/1995 - 08/12/1996

ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)

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Licenses & Designations

IA

Issued 03/29/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/25/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/10/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Christopher Michael Reagan. Review regulatory record here.
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