Matteo Petrillo

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

• 06/2008 → 02/2018
  Boenning & Scattergood
  Ardmore, PA
• 03/2018 → Present
  Regal Investment Advisors
  Kentwood, MI

Previous Registrations

• 2008-06-30 → 2018-03-09
  Boenning & Scattergood, Inc.
  Ardmore, PA
  West Conshohocken, PA
  West Conshohocken, PA
  Moorestown, NJ
  West Conshohocken, PA
  Cherry Hill, NJ
• 2007-01-09 → 2008-06-25
  Ferris, Baker Watts, Llc
  Ardmore, PA

Other Businesses

WEST LINDEN APTS LLC; 25 W LINDEN COLLINGWOOD NJ 08108 REAL ESTATE; 10 UNIT APT BLDG; PARTNER 50% OWNER; NO HOURS DEVOTED DURING NORMAL BUSINESS HOURS; NOT ACTIVELY INVOLVED IN DAILY OPERATIONS; INVESTMENT RELATED; 12/2003 - PRESENT.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-29

Other Names

• Matthew Petrillo
• Matt Petrillo