Matthew
Mortillaro

Regal Investment Advisors LLC

CRD#7303849
Investment Advisor
in Grand Rapids, MI

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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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2687 44Th Street Se
Grand Rapids, MI 49512

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Regal Investment Advisors LLC Brokerage Details

Total Assets Under Management

$2,550,489,630

MI Average: $943,424,332
Total Number of Employees

140

MI Average: 21
Total Number of Accounts

12,870

MI Average: 1,586
Average Account Size

$198,173

MI Average: $594,845

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

2023 - Present (1 year)

Regulus Financial Group, LLC

2023 - Present (1 year)

Regal Investment Advisors, LLC

2021 - Present (3 years)

Nylife Securities LLC

2020 - Present (4 years)

New York Life Insurance Company

2021 - 2023 (2 years)

Eagle Strategies LLC

2019 - 2020 (1 year)

Town Sports International (Nysc)

2019 - 2019 (< 1 year)

Defenders

2016 - 2019 (3 years)

La Fitness

2011 - 2016 (5 years)

Montclair State Campus Recreation

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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

Anthony Kulka
Independence, OH
Richard Law
Grand Rapids, MI
Katherine Downing
Grand Rapids, MI
Chad Reibold
San Dimas, CA
Alan Norton
Braintree, MA
Thomas Scotto
Old Bridge, NJ
Michael Doherty
Grand Rapids, MI
Thomas Norton
Grand Rapids, MI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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