David Decesare
David Decesare is a registered investment advisor at Regal Investment Advisors LLC, based in Peabody, MA, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,859 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.
Location
5 Essex Green Dr, Ste 24, Peabody, MA, 01960
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 1997Other Business Activities
David is the president of VCD Services Inc., a sub-S corporation, since 2002. He dedicates minimal time to general business functions such as lease agreements, salaries, utilities, and insurance.
Employment History
Current Registrations
Regal Investment Advisors LLC
Regulus Financial Group, LLCBroker
Previous Registrations
Capital Analysts
Lincoln InvestmentBroker
La Salle St. Securities, INC.Broker
Washington Square Securities, INC.Broker
Commonwealth Equity Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.