Shawn Everett
Shawn Everett is a registered investment advisor at Regal Investment Advisors LLC, based in North Haven, CT, with 22 years of industry experience. Shawn 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
37 Broadway, North Haven, CT, 06473
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Regulatory History (3)
Customer Dispute
November 2025Customer Dispute
September 2021Customer Dispute
October 2019Other Business ActivitiesSells Insurance
Shawn provides financial and insurance services through Wealth Managers, LLC, spending full-time hours on these activities. Shawn also owns Wealth Managers of Florida, LLC for tax purposes and is an owner/partner in Coast and Mingle Picnic Co, dedicating minimal time to it.
Employment History
Current Registrations
Regulus Financial Group, LLCBroker
Regal Investment Advisors LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Everett Financial Group
Securities Service Network, INC.Broker
State Registrations23 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.