Regan Joseph Flaherty
Investment adviser representative at Proathlete Wealth Management LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$402.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Peak Brokerage Services, LLCMar 2023 to now
- Proathlete Wealth Management LLCMar 2022 to now
- Mai CapitalApr 2021 to Dec 2021
- UnemployedJan 2021 to Mar 2021
- Awm Capital, LLCApr 2020 to Dec 2020
- Wells Fargo Clearing Services LLCJun 2017 to Mar 2020
- Raymond James & AssociatesAug 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, TN).
Proathlete Wealth Management LLC
$402.2MAssets managed
205Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6385541
- Firm CRD
- 317372