Sanjana
Singh
Regal Investment Advisors LLC
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About this Advisor
Sanjana Singh is a financial advisor based in Grand Rapids, Michigan, working with Regal Investment Advisors LLC. Sanjana has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Kentwood High School, Hudson News, University Of Washington, Keybank, Citymd, Bank Of America, N.A, Fidelity Investments, Waystone Advisors LLC, and Regal Investment Advisors. Sanjana has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Sanjana is part of Regal Investment Advisors LLC, which operates out of Grand Rapids, Michigan. The firm has 77 offices and 118 employees. Regal Investment Advisors LLC manages assets totaling $2.4 billion and serves both charitable organizations and high-net-worth clients. 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
$2,447,941,075
118
12,303
$198,971
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
Sanjana Singh Work History
Waystone Advisors LLC
Regal Investment Advisors
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Fidelity Investments
Merrill Lynch, Pierce, Fenner & Smith Inc
Citymd
Keybank
Hudson News
University Of Washington
Kentwood High School
Disclosures
Please visit the SEC profile of Sanjana Singh 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
Grand Rapids, MI
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Greenville, SC
Danville, VA
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Plymouth, IN
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