Sanjana Singh
Advisor at Regal Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Regal Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Regal Investment Advisors LLC
Location
Bellevue, WA 98004
Credentials
Series 66
Industry experience
3 years
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.
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
1407 116th Ave Ne, Suite 112
Bellevue, WA 98004
Washington
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")