Daniel McCaffery Regan
Investment Adviser Representative at OSAIC WEALTH, INC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Mccaffery Regan has worked in the securities industry since 1993. They have passed the Series 65, 63, 62, 22, and 6 examinations. They are registered to provide investment advisory services in Montana.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Firm-stated minimum; may be waived at the firm's discretion.
Osaic Wealth, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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