Realta Equities, Inc.

Broker-DealerFINRA MemberEst. 1989
Total AUM
Advisory reps
152
Avg account
$0

Firm details

Headquarters
Wilmington, Delaware
CRD number
23769
Registered since
February 24, 1989

Firm profile

FINTRX

Overview

Realta Equities, Inc. is registered as a corporation and is shown in the registry as having been SEC-registered in 1989. Ownership is recorded as a combination of a domestic entity and an individual. The firm’s classification is listed as unclassified and it is not identified as a capital allocator. Registry attributes indicate Realta Equities is not an active ESG investor, is not designated a multi-state adviser, and is not described as a pension consultant or related adviser. The record also notes the adviser is not newly formed. There are no published details in the source material about the firm’s advisory activities, client types, fee structures, or specific investment preferences.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 11
  • Jason Tuzinkewich

    Jason Tuzinkewich

    Chief Operations OfficerCRD 7473534

  • Emily Reitan

    Emily Reitan

    COOCRD 5209812

  • Jacob Palmer

    Jacob Palmer

    Chief Compliance OfficerCRD 2309603

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Contacts

3 of 141
  • Stephen Lovell

    Stephen Lovell

    Registered RepresentativeCRD 2146222

  • Richard Toban

    Richard Toban

    Financial AdvisorCRD 6033185

  • Michael Taromina

    Registered RepresentativeCRD 8039082

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Wilmington, DE

New Castle

Location

Wilmington, DE

Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
South
County
New Castle
Address
1201 N Orange St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth