Matthew
Mortillaro
Regal Investment Advisors LLC
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About this Advisor
Matthew Mortillaro is a financial advisor based in Grand Rapids, Michigan, working with Regal Investment Advisors LLC. Matthew has previously held positions at New York Life Insurance Company, Town Sports International (Nysc), Defenders, La Fitness, Montclair State Campus Recreation, Nylife Securities LLC, Eagle Strategies LLC, Regulus Financial Group, LLC, and Regal Investment Advisors, LLC. Matthew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Matthew is part of Regal Investment Advisors LLC, which operates out of Grand Rapids, Michigan. The firm has 77 offices and 140 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Regal Investment Advisors LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Regal Investment Advisors LLC Brokerage Details
$2,550,489,630
140
12,870
$198,173
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Matthew Mortillaro Work History
Regulus Financial Group, LLC
Regal Investment Advisors, LLC
Nylife Securities LLC
New York Life Insurance Company
Eagle Strategies LLC
Town Sports International (Nysc)
Defenders
La Fitness
Montclair State Campus Recreation
Disclosures
Please visit the SEC profile of Matthew Mortillaro 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 Investment Advisors LLC
San Dimas, CA
Old Bridge, NJ
Grand Rapids, MI
Independence, OH
Braintree, MA
Independence, OH
Grand Rapids, MI
Austin, TX
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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