Merrill Lynch, Pierce, Fenner & Smith
45yrs
Top advisor by experience in Pittsford
7yrs
Reagan David Wright
Financial advisor at Blue Horizon Equity
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office55 Sully's Trail Suite F, Pittsford, NY 14534
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Blue Horizon Equity
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- May 2026 – nowBlue Horizon Equity, Inc.Current firm
- Oct 2024 – May 2026Osaic Wealth, Inc.Previously
- 2020 – 2024American Portfolios Advisors, Inc.Previously
Questions to ask Reagan
Tailored to Reagan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Reagan
How do I contact Reagan?
Call Blue Horizon Equity at 1 585 641 7900 and ask for Reagan David Wright. Reagan works from the Pittsford, NY office.
How long has Reagan been a financial advisor?
Reagan has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Reagan hold?
Series 66. Tap any license on this page to see what it allows.
Is Reagan a fiduciary?
Reagan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Reagan paid?
Blue Horizon Equity reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Reagan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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