David Evans Decesare

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

• 10/1999 → 06/2025
  Lincoln Investment Planning, Inc.
  Wyncote, PA
• 06/2025 → Present
  Regulus Financial Group
  Kentwood, MI
• 06/2025 → Present
  Regal Investment Advisors
  Kentwood, MI

Previous Registrations

• 2017-11-14 → 2025-06-03
  Capital Analysts
  Beverly, MA
  Westport, MA
  Peabody, MA
  Westport, MA

Other Businesses

Business Name: VCD Services, Inc - Investment Related: No - Address: 5 Essex Green Dr, Ste 24, Peabody, MA 01960 - Nature of Business: S-Corp for business operations - Title or Relationship: President - Start Date: 1/1/2002 - Hours per month: 4 - Hours per month during trading hours: 0 - Duties: General business functions. Business Name: 24 EG Realty Trust, LLC - Investment Related: No - Address: 5 Essex Green Dr, Ste 24, Peabdy, MA 01960 - Nature of Business: Owns business condo of business address - Title or Relationship: Owner - Start Date: 11/10/2024 - Hours per month: 1 - Hours per month during trading hours: 1 - Duties: Owns business condo of business address. Business Name: David DeCesare - Investment Related: Yes - Address: 5 Essex Green Dr, Ste 24, Peabody, MA 01960 - Nature of Business: Insurance - Title or Relationship: Agent - Start Date: 1/1/1996 - Hours per month: 1 - Hours per month during trading hours: 1 - Duties: Provide insurance services.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-30
• S63 Uniform Securities Agent State Law Examination
  1996-02-05