Robert
Esposito
Regal Investment Advisors LLC
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About this Advisor
Robert Esposito is a financial advisor based in Morristown, New Jersey, working with Regal Investment Advisors LLC. Robert has previously held positions at USA Hockey, Uber, Regulus Financial Group, LLC, Regal Investment Advisors, LLC, Intervest International, Inc, and Intervest International Equities Corporation. Robert has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and Texas. Currently, Robert is part of Regal Investment Advisors LLC, which operates out of Morristown, New Jersey. 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
Robert Esposito Work History
Regulus Financial Group, LLC
Regal Investment Advisors, LLC
Usa Hockey
Intervest International, Inc
Intervest International Equities Corporation
Uber
Disclosures
Please visit the SEC profile of Robert Esposito to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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