New NYC-Based Registered Investment Advisor Launches

Editorial Staff

14 May 2020

A new registered investment advisor firm in New York, Regal Wealth Management, has been launched with the support of Merchant, a private partnership that holds minority stakes in a number of RIAs.

Joining Regal is managing director Jason Bell, who began his career as an investment specialist at JP Morgan Private Bank and most recently was a financial advisor at UBS Financial Services. Regal has also added investment advisor Aron Wegner to Bell’s team. Wegner was previously an associate at Nomura Securities International.

Regal also enjoys a strategic relationship with Monarch Business and Wealth Management, a multi-family office that serves many artists, entertainers and professional athletes.

“We’re proud to partner with Jason, Aron and the entire Regal Wealth Management team, and welcome the firm as a strategic partner of Merchant,” said Bryan Staff, managing partner of Merchant.

“We have several wealth advisory teams set to join Regal over the coming months and we are genuinely excited about the near-term growth trajectory and strategic relationship with Barry Klarberg and our partners at Monarch,” he said.

Regal has chosen to work with BNY Mellon | Pershing for clearing, settlement and custody services.