Kevin Zebrowski (CRD# 5867100) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Morristown, NJ and has over 13 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5543496
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1358227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regulus Financial Group, LLC | Kentwood, MI | Jun 2023 - Current | < 1 |
| Regal Investment Advisors, LLC | Kentwood, MI | Jun 2023 - Current | < 1 |
| Intervest International Equities Corp | Colorado Springs, CO | Feb 2021 - Jun 2023 | 2 |
| Integrated Financial Concepts Llc / National Life Ins Co | Morristown, NJ | Mar 2019 - Jun 2023 | 4 |
| Equity Services, Inc. | Montpelier, VT | Mar 2019 - Feb 2021 | 1 |
| Mml Investors Services, LLC | Saddle Brook, NJ | Sep 2018 - Feb 2019 | < 1 |
| Massmutual Life Insurance Company | Saddle Brook, NJ | Sep 2018 - Feb 2019 | < 1 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Dec 2016 - Sep 2018 | 1 |
| Penn Mutual Life Insurance Co | Horsham, PA | Dec 2016 - Sep 2018 | 1 |
| Metlife Securities Inc. | Cranford, NJ | Nov 2010 - Dec 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
- NJ
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Total Assets Under Management2,550MILLIONS
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Total Number of Accounts12,870ACCOUNTS
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Average Account Value$198,173
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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