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Christopher P. Riggi

Advisor at Reagan Companies Asset Management, Inc — Syracuse, NY

Updated today

Credentials

CFP®, Series 66

Experience

10 years

Location

Syracuse, NY 13204

Reagan Companies Asset Management, Inc logo

Reagan Companies Asset Management, Inc

Team

Total advisors

5

Clients per advisor

153 Very High

Avg AUM per client

$1,180,211 Typical

HNW client ratio

37% Typical

About

Christopher Riggi is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Reagan Companies Asset Management, Inc and Reagan Investment Management since 2018. Prior to that, he worked at Knolls Atomic Power Laboratory and The Ayco Company. Reagan Companies Asset Management, Inc serves individuals, high-net-worth clients, and institutional plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor both long-term and short-term strategies according to client goals and risk tolerances.

Client services

Based on Reagan Companies Asset Management, Inc

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Reagan Companies Asset Management, Inc

Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

$1,500 fixed fee for financial plans

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%

Project-based

$150 to $500 per hour for financial planning services

Other

Account minimum: $250,000

Location

Syracuse, NY

443 N Franklin St, Suite 220

Syracuse NY 13204

Advisors at this office

5

Most active in

Florida · New York

Work history

10 years of industry experience

Reagan Companies Asset Management

2018 - Present • 8 years

Syracuse, NY

Reagan Investment Management

2018 - Present • 8 years

Marcellus, NY

Knolls Atomic Power Laboratory

2017 - 2018 • 1 year

Niskayna, NY

The Ayco Company

2013 - 2017 • 4 years

Latham, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert J

CFP®, Series 63

Baldwinsville, NY

Main Street Wealth Management, LLC

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Annuities Real estate investing
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Mark P

Series 65

Skaneateles, NY

Interstellar Wealth LLC

Mark Peck is the sole advisor at Interstellar Wealth LLC, an independent registered investment adviser. He holds a Series 65 credential and has worked in the financial industry since 2012, including roles at Opus Bank, Rocket Dollar Inc., Forge Global Inc., and Directed Trust Co. Interstellar Wealth provides fee-only wealth management and financial planning services to individuals and high-net-worth clients. The firm uses a combination of passive and active fund selections guided by modern portfolio theory and offers discretionary and non-discretionary management, with the ability to incorporate socially responsible investing and alternative assets.

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning
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Nancy G

Series 63, Series 66, Series 65

Syracuse, NY

Edward S. Green & Associates, LLC

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY. She holds Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Outside of her advisory role, she works as a human resources consultant for Bousquet Holstein PLLC. Edward S. Green & Associates functions primarily as a solicitor for an unaffiliated investment adviser, providing clients with financial concierge services that coordinate education, retirement, and estate planning alongside other financial professionals. The firm does not manage client investment accounts directly and operates without taking custody of client assets or charging advisory fees based on assets under management.

Wealth management
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Samuel K

Series 65

Syracuse, NY

Kraemer Capital Management LLC

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

General retirement planning College savings (529s, UTMA, etc.) Debt management
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Mattawe C

Series 63, Series 65

Marietta, NY

Clements Investment Management

Mattawe Clements is the principal advisor at Clements Investment Management in Marietta, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed Clements Investment Management since 2013 and has been involved in insurance and financial services since 1990. Additionally, he owns Clements Ranching LLC, a farm and ranch business that raises hay and cattle in Fernley, NV. Clements Investment Management provides discretionary investment management and financial consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26 million across about 42 clients, employing a strategic asset-allocation, core-satellite approach focused on passive index funds and ETFs supplemented by selective active management.

Wealth management Passive / index investing Active portfolio management
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Christopher D

CFA®

Fayetteville, NY

Constellation Asset Management, Inc.

Christopher Devoe is a CFA® charterholder with 24 years of experience at Constellation Asset Management, Inc., an independent firm based in Fayetteville, NY. He also owns and operates C&H Stamps, a mail-order collectibles business. Constellation Asset Management provides discretionary portfolio management primarily for individual and family accounts, as well as trusts, retirement plans, and corporate accounts, employing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Active portfolio management Options & derivatives strategies
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