Advisor at Regal Investment Advisors LLC
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Firm
Regal Investment Advisors LLC
Location
Morristown, NJ 07960
Credentials
Series 63, Series 66
Industry experience
5 years
Matthew Mortillaro is a financial advisor with Regal Investment Advisors LLC in Morristown, NJ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Regulus Financial Group, Eagle Strategies (NY Life), and New York Life Insurance Company. Mortillaro also provides financial and insurance services through his involvement with Cornerstone Wealth Associates. Regal Investment Advisors LLC (doing business as LionShare) offers discretionary investment management to independent advisers and serves a variety of client types, including individuals, charitable organizations, and businesses. The firm provides a range of proprietary and third-party model portfolios, with advisers selecting allocations and granting Regal discretionary authority to manage accounts.
Based on Regal Investment Advisors LLC
Based on Regal Investment Advisors LLC
Flat fee structures used for some LionShare strategies, exact amounts not specified in brochure
0.30% to 1.00% per annum depending on account value and strategy
Hourly charges reported in Part 1 but not specified in brochure text
Account minimum: $10,000 to $1,000,000 depending on strategy
161 Madison Ave
Morristown, NJ 07960
New Jersey
Regulus Financial Group, LLC
2023 - Present (3 years)
Regal Investment Advisors, LLC
2023 - Present (3 years)
Eagle Strategies (NY Life)
2021 - 2023 (2 years)
NYLIFE Securities LLC
2021 - 2023 (2 years)
New York Life Insurance Company
2020 - 2023 (3 years)
Unemployment
2020 - 2020 (1 year)
Town Sports International (NYSC)
2019 - 2020 (1 year)
Defenders
2019 - 2019 (1 year)
LA Fitness
2016 - 2019 (3 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Series 63, Series 65
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Series 63, Series 65
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Series 63, Series 65
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Purple Dog Investments LLC
CFP®, Series 63, Series 65
Morristown, NJ
O'Dowd Asset Management LLC
Series 66
Whippany, NJ
LBK Financial LLC
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