Reagan Dean Stephenson
Investment Adviser Representative at Cerity Partners LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Reagan Dean Stephenson is an investment adviser representative with Cerity Partners LLC in Austin, TX, where they have been registered since 2026. They have worked in the securities industry since 2022 and were previously registered with Austin Private Wealth, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.
Office
Advisors at this office: 17
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Austin Private Wealth, LLCFeb 2022 – Dec 2025Austin, TX
- Physicians Resource ServicesApr 2021 – Jul 2021Austin, TX
- University Housing and DiningAug 2021 – May 2022Austin, TX
- University Housing and DiningAug 2020 – May 2021Austin, TX
- University Housing and DiningAug 2019 – May 2020Austin, TX
- Twin Creeks Country ClubMay 2017 – Aug 2017Cedar Park, TX
- Twin Creeks Country ClubMay 2018 – Aug 2018Cedar Park, TX
- Twin Creeks Country ClubMay 2019 – Aug 2019Cedar Park, TX
- N/aAug 2016 – May 2017N/a, TX
- N/aAug 2017 – May 2018N/a, TX
- N/aAug 2018 – May 2019N/a, TX
- Cerity Partners LLCJan 2026 – no end date reportedNew York, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cerity Partners LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 720
- Offices listed on AdvisorFinder:
- 44
- Main office:
- New York, NY
- SEC file number:
- 801-70719
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 13, 2026
View full firm profileOther advisors at Cerity Partners LLC
Showing 12 of 720 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Reagan Dean Stephenson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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