Ivan Michael Nalibotsky

Employer firm

Regal Investment Advisors LLC CRD 125004

$2.88B regulatory AUM 61 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → Present
  Regal Investment Advisors, Llc
  Kentwood, MI
• 01/1993 → Present
  Capital Solutions Group
  Potomac, MD

Previous Registrations

• 2000-01-19 → 2010-04-01
  Eagle Strategies Llc
  Bethesda, MD
  Gaithersburg, MD

Other Businesses

1) I AM LICENSED INSURANCE AGENT THROUGH GAMEPLAN. 2) Health Markets. 12501 Prosperity Drive, Ste 150, Silver Spring, MD 20904. Health insurance. Not investment related. 40 hours per month, 0 during trading hours. Start: 10/6/2020. Producer. Commission. Acts as agent for Health Markets, a national health brokerage firm. Fields calls from Maryland residents in need of individual and small group health insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-10
• S63 Uniform Securities Agent State Law Examination
  1993-12-22

Designations

• Chartered Financial Consultant

Other Names

• Ivan M Nalibotsky