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Sanjana Singh

Advisor at Regal Investment Advisors LLC

Updated today
Regal Investment Advisors LLC logo

Firm

Regal Investment Advisors LLC

Location

Bellevue, WA 98004

Credentials

Series 66

Industry experience

3 years

About

Sanjana Singh is a Series 66-credentialed financial advisor with three years of industry experience. She has worked at Regal Investment Advisors LLC since 2025 and previously held positions at firms including Bank of America, Merrill, Fidelity Investments, and Waystone Advisors LLC. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party investment strategies that serve individual, charitable, and corporate clients.

Client services

Based on Regal Investment Advisors LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Regal Investment Advisors LLC

Active portfolio management Options & derivatives strategies

Fee options

Fixed

Flat fee structures used for some LionShare strategies, exact amounts not specified in brochure

Percentage

0.30% to 1.00% per annum depending on account value and strategy

Project-based

Hourly charges reported in Part 1 but not specified in brochure text

Other

Account minimum: $10,000 to $1,000,000 depending on strategy

Location

1407 116th Ave Ne, Suite 112

Bellevue, WA 98004

Most active in

Washington

Work history

Regal Investment Advisors

2025 - Present (1 year)

Unemployed

2025 - 2025 (1 year)

Waystone Advisors LLC

2025 - 2025 (1 year)

BANK of AMERICA, N.A.

2024 - 2025 (1 year)

Merrill

2023 - 2024 (1 year)

Unemployed

2022 - 2023 (1 year)

Fidelity Investments

2021 - 2022 (1 year)

Bank of America, N.A.

2021 - 2021 (1 year)

Merrill

2020 - 2021 (1 year)

Unemployed

2020 - 2020 (1 year)

CityMD

2019 - 2019 (1 year)

Unemployed

2019 - 2019 (1 year)

KeyBank

2018 - 2018 (1 year)

University of Washington

2017 - 2019 (2 years)

Hudson News

2017 - 2017 (1 year)

Kentwood High School

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gelly L

Series 63, Series 65, Series 7

Seattle, WA

AllianceBernstein L.P.

Beyond the numbers, my work is about stewardship. I’ll be here for the moments that change everything. With Bernstein's experts alongside me, we’ll simplify decisions and create a plan that manages what you’ve built and evolves with your life. My time with the Seattle Seahawks organization left me with a simple standard that still guides how I show up: “Always Compete.” For me, that means treating a client’s goals like they’re my own—preparing relentlessly, getting the details right, anticipating issues early and following through until the job is done. I joined Bernstein because I wanted to serve clients from a place where excellence is the baseline and where the work is as human as it is analytical. I’m wired to ask, “Is this the optimal move?” Bernstein’s depth of thinking, team-based approach and commitment to long-term relationships aligned with how I naturally serve—consistently thoughtful, tenacious, and deeply client‑centric. I’m also drawn to roles where you’re trusted to represent something bigger than yourself, whether it’s community-facing work with the Seahawks or now as an advisor. That responsibility keeps me grounded; it’s about earning trust, protecting what clients have built and helping them make confident decisions at the moments that matter most. Some of my earliest perspective on resilience and resourcefulness came from my family’s roots in the Philippines. Growing up, I heard stories of making do with very little, even hand‑pumping water from a ground well in my parents’ village just to cook or bathe. That upbringing didn’t just teach gratitude, it also emphasized responsibility. It shaped my values early: don’t take opportunities for granted, do what you say you’ll do, and use success to take care of people. Having built a company myself, I understand the pressure experienced by entrepreneurs, who are constantly weighing risks, trade-offs and responsibilities. That background helps me empathize with business owners, executives and families who balance opportunity with complexity. And I know how freeing it is to move forward with clarity from a set of optimal decisions, especially for founders, athletes and entertainers contemplating a “second act.”

Wealth management Cross-border & expatriate issues Real estate investing General retirement planning Concentrated stock management Financial Professional FIRE (Financial Independence Retire Early) Established Professionals Approaching retirement Female Executives Women Business Owners
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Huihwan Y

Series 63, Series 65

Kirkland, WA

Waterhill Capital, LLC

Active portfolio management Concentrated stock management
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Steven K

CFA®, Series 63

Seattle, WA

Informed Investors Group

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Shamus M

CFA®

Seattle, WA

Red Haven Advisors, LLC

Options & derivatives strategies Tax-loss harvesting Cash flow / budgeting General tax planning
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Ronald C

CFA®

Kirkland, WA

Lakeside Financial Inc.

Options & derivatives strategies Concentrated stock management Private / alternative investments Executive Founder/Business Owner
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William C

Series 63, Series 66

Seattle, WA

Puget Sound Capital Services LLC

Income planning Government Employee
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