Steven
Grabarczyk

Regal Advisory Services, Inc

CRD#1827322
Investment Advisor
in Fort Myers, FL

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About this Advisor

Steven Grabarczyk is a financial advisor based in Fort Myers, Florida, working with Regal Advisory Services, Inc. Steven has previously held positions at Super T Shirts, Regal Securities, and Regal Advisory Services. Steven has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida, Louisiana, Ohio, Texas, and Vermont. Currently, Steven is part of Regal Advisory Services, Inc, which operates out of Fort Myers, Florida. The firm has 13 offices and 24 employees. The firm manages assets totaling $108.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Regal Advisory Services, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4300 Ford Street Extension Suite 103
Fort Myers, FL 33916

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Regal Advisory Services, Inc Brokerage Details

Total Assets Under Management

$108,836,225

FL Average: $6,674,516,078
Total Number of Employees

24

FL Average: 44
Total Number of Accounts

284

FL Average: 2,564
Average Account Size

$383,226

FL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Steven Grabarczyk Work History

2007 - Present (17 years)

Regal Securities

2007 - Present (17 years)

Regal Advisory Services

2005 - Present (19 years)

Super T Shirts

Disclosures

Please visit the SEC profile of Steven Grabarczyk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Regal Advisory Services, Inc

Andrew Zimmer
Glenview, IL
Keith Mcgrath
Manasquan, NJ
Michael Hickey
Fort Myers, FL
Patricia Hulbert
Glenview, IL
Timothy Taschler
Oro Valley, AZ
Jerry Ludwig
Bryan, TX
Marilyn Carter-Hogan
Glenview, IL
Scott Branson
Knoxville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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