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Louis P
Series 63, Series 65
Audubon, NJ
Regal Investment Advisors LLC
Louis Petrillo is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Boenning & Scattergood and Regulus Financial Group. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, offering proprietary and third-party model portfolios across various asset classes with discretionary implementation and rebalancing.
Matteo P
Series 66
Audubon, NJ
Regal Investment Advisors LLC
Matteo Petrillo is a financial advisor at Regal Investment Advisors LLC with 20 years of industry experience. He has worked at Regal since 2018 and previously spent 10 years at Boenning & Scattergood. His credentials include the Series 66 designation. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management through a network of unaffiliated advisers, serving individual, high-net-worth, and corporate clients with a range of proprietary and third-party investment strategies.
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