Ivan Michael Nalibotsky
Investment adviser representative at Regal Investment Advisors LLC
33 yearsExperience
1 stateRegistered in
ChFC®Designation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Regal Investment Advisors, LLCApr 2019 to now
- Capital Solutions GroupJan 1993 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (MD).
Regal Investment Advisors LLC
$2.9BAssets managed
8,302Clients
118Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2385791
- Firm CRD
- 125004