Advisor at Regal Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Livonia, LA 70755
Credentials
Series 63, Series 65
Industry experience
32 years
Samuel Grezaffi is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Regulus Financial Group, The O.N. Equity Sales Company, Ohio National Financial Services, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of his advisory work, he is involved in hurricane disaster relief efforts as a site manager and equipment driver for local relief organizations. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent investment adviser representatives and other registered advisers. The firm serves a diverse client base, including individual, charitable, and corporate clients, and offers a range of proprietary and third-party investment strategies with discretionary implementation and rebalancing.
Based on Regal Investment Advisors LLC
Based on Regal Investment Advisors LLC
Flat fee structures used for some LionShare strategies, exact amounts not specified in brochure
0.30% to 1.00% per annum depending on account value and strategy
Hourly charges reported in Part 1 but not specified in brochure text
Account minimum: $10,000 to $1,000,000 depending on strategy
2993 La Hwy 78
Livonia, LA 70755
Louisiana
Regulus Financial Group
2021 - Present (5 years)
Regal Investment Advisors
2021 - Present (5 years)
The O.N. Equity Sales Company
2017 - 2021 (4 years)
Ohio National Financial Services
2016 - 2021 (5 years)
Park Avenue Securities
2002 - 2016 (14 years)
Guardian Life Insurance Company of America
2002 - 2016 (14 years)
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