Morristown, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Regal Investment Advisors LLC
Multi-team
Firm-wide stats for Regal Investment Advisors LLC
About
Regal Investment Advisors, doing business as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers (Primary Advisors) and, through them, to their individual, high-net-worth, and corporate clients. The firm operates an enterprise-scale sub-advisory platform managing roughly $2.88 billion across proprietary and third-party Strategies and works with a network of IARs and Primary Advisors rather than maintaining direct advisory relationships with end clients.
LionShare implements Strategies selected by Primary Advisors, offering internally managed Proprietary Strategies (including Dividend Plus, Regalfolios, Dunamis, Durand, LionShare Model Allocation Series, and LionShare Partner Series) alongside Third-Party Strategies, and performs trade execution, rebalancing, and overlay management for those models. Under this sub-advisory model LionShare exercises day-to-day trading discretion within strategy parameters while Primary Advisors remain responsible for client suitability, communications, and fiduciary duties.
The firm markets its proprietary offerings and, according to its disclosures, may present predecessor or prior-manager performance information for strategies, a practice that is less common among enterprise peers and relevant when evaluating historical returns. Regal is part of a broader financial services enterprise with an affiliated broker-dealer, disclosed revenue-sharing arrangements with certain mutual funds, and a prior SEC enforcement matter (including disgorgement and penalties) noted in its ADV, all of which bear on potential conflicts and oversight.
Based on Regal Investment Advisors LLC
Location
161 Madison Ave
Morristown NJ 07960
Advisors at this office
3
Advisors at this office
Matthew M
Series 63, Series 66
Morristown, NJ
Regal Investment Advisors LLC
Matthew Mortillaro is a financial advisor with Regal Investment Advisors LLC in Morristown, NJ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Regulus Financial Group, Eagle Strategies (NY Life), and New York Life Insurance Company. Mortillaro also provides financial and insurance services through his involvement with Cornerstone Wealth Associates. Regal Investment Advisors LLC (doing business as LionShare) offers discretionary investment management to independent advisers and serves a variety of client types, including individuals, charitable organizations, and businesses. The firm provides a range of proprietary and third-party model portfolios, with advisers selecting allocations and granting Regal discretionary authority to manage accounts.
Leonard D
Series 65
Morristown, NJ
Regal Investment Advisors LLC
Leonard Dandridge is a financial advisor at Regal Investment Advisors LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Cornerstone Financial, Zyntex Inc, IRhythm Inc, and InfuSystem Inc. Outside of his advisory work, he has experience as a sales associate in retail. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios and grants discretionary authority to implement and manage these strategies on behalf of clients.
Anthony C
Series 66, Series 63
Morristown, NJ
Regal Investment Advisors LLC
Anthony Catapano is a financial advisor at Regal Investment Advisors LLC with five years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Regal and its affiliate Regulus Financial Group, he worked for Morgan Stanley for four years. Outside of finance, his background includes roles in the restaurant industry. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management through a sub-advisory platform serving SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and handles trade execution, rebalancing, and overlay management within strategy parameters.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")