Advisor at Regal Advisory Services, Inc.
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 Advisory Services, Inc.
Location
Fort Meyers, FL 33916
Credentials
Series 63, Series 65, Series 66
Industry experience
34 years
Steven Grabarczyk is a financial advisor with Regal Advisory Services, Inc. in Fort Meyers, FL, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Regal Advisory Services and its affiliated broker-dealer Regal Securities since 2007. Outside of his advisory role, he has been involved with Super T Shirts since 2005. Regal Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm’s investment approach combines fundamental and quantitative research tailored to client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan advisory services.
Based on Regal Advisory Services, Inc.
Based on Regal Advisory Services, Inc.
Fixed financial planning fees generally range from $1,000 to $10,000
Transaction fees charged per securities transaction with premiums added by Regal Securities; commissions earned on securities transactions by Regal Securities; insurance product commissions
Financial planning fees generally range from $100 to $275 per hour
Ongoing financial planning retainer fee generally ranges from $5,000 to $10,000 annually, billed quarterly
4300 Ford Street Extension, Suite 103
Fort Meyers, FL 33916
Florida · Louisiana · Ohio · Texas · Vermont
Regal Advisory Services
2007 - Present (19 years)
Regal Securities
2007 - Present (19 years)
Super T Shirts
2005 - Present (21 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.
CFP®, Series 63, Series 65
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Series 63, Series 66
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Series 66
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Series 66
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CPK Wealth Management LLC
CFP®, Series 63
Cape Coral, FL
Legacy Wealth Management, Inc.
Series 65
Fort Myers, FL
Lange Asset Management, Inc.
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