Shareholder · Regal Advisory Services, Inc.
George Bokios
CRD 718774 · Named on Form ADV at one SEC-registered adviser
At a glance
Regal Advisory Services, Inc., an SEC-registered wealth manager based in Glenview, IL with $121 million in regulatory assets, lists George Bokios on its Form ADV as Shareholder, a control person.
Firms and roles
- Regal Advisory Services, Inc.ShareholderWealth manager · Glenview, IL · $121M in regulatory assets
AtlasMembers
George’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Skaiste AksomitaiteSecretary / Treasurer, Regal Advisory Services, Inc.
- Victoria T. BokiosTrustee, Regal Advisory Services, Inc.
- Michael D. ThomasDirector of Relationship Management, Regal Advisory Services, Inc.
- Jeremy A. EngelbrechtChief Compliance Officer (interim), Regal Advisory Services, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For George’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.