TR
CFP
TR
CFP

Thomas M. Regan

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
941 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.0B

Fee Structure

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Location

325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Thomas is a member of Gryphon Normandy Manager, LLC (GNM) since June 2019, an investment-related activity. He spends minimal time on this role.

Employment History
Current Registrations
Gryphon Financial Partners
July 2017 - Present · 8 yrs 7 mos
Previous Registrations
Hightower Advisors, LLC
September 2015 - June 2017 · 1 yr 9 mos
Lenox Wealth Management, INC.
October 2007 - October 2014 · 7 yrs
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.