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Employer Years Dates
Td Ameritrade 5 months, 3 weeks Oct 2017 - Present
Fidelity Brokerage Services, LLC 3 years Oct 2014 - Oct 2017
Schwab Private Client Investment Advisory, Inc. 1 year Jan 2012 - Jan 2013
Fantasy Sports Media Ventures,LLC 7 years, 6 months Jun 2005 - Dec 2012
Charles Schwab Bank 6 years, 10 months Feb 2005 - Dec 2011
Charles Schwab & Co., Inc. 15 years, 2 months Jun 1999 - Aug 2014
Are You
Ronald Vincent Regan Jr?
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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Feb 3, 2018
  • license status
    Not registered
  • disclosures
  • as of date
    Feb 3, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Amerivest Investment Management, LLC

Last updated on June 14, 2017
    • $12.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 131K
    • $95.5K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Other
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