Michael
Doherty

Regal Investment Advisors LLC

CRD#7586794
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Michael Doherty is a financial advisor based in Grand Rapids, Michigan, working with Regal Investment Advisors LLC. Michael has previously held positions at Shorr Packaging Corp, The Allstate Corp, Marcus & Millichap, Elixir Solutions, Valparaiso University, Regulus Financial Group, and Regal Investment Advisors. Michael has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Michael 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 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

Michael Doherty Work History

2022 - Present (3 years)

Regulus Financial Group

2022 - Present (3 years)

Regal Investment Advisors

2020 - 2020 (< 1 year)

Marcus & Millichap

2020 - 2022 (2 years)

Elixir Solutions

2018 - 2020 (2 years)

The Allstate Corp

2017 - 2017 (< 1 year)

Shorr Packaging Corp

2014 - 2018 (4 years)

Valparaiso University

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Disclosures

Please visit the SEC profile of Michael Doherty 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

Roger Godin
Independence, OH
Richard Law
Grand Rapids, MI
Katherine Downing
Grand Rapids, MI
Michael Doherty
Grand Rapids, MI
Mario Ruiz
Austin, TX
Thomas Norton
Grand Rapids, MI
Chad Reibold
San Dimas, CA
Anthony Kulka
Independence, OH

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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