Realta Equities, Inc.
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 23769
- Registered since
- February 24, 1989
- Website
- realtawealth.com
Firm profile
FINTRXOverview
Realta Equities, Inc. is organized as a corporation and has been SEC-registered since 1989. FINTRX classifies ownership as a mix of a domestic entity and an individual and lists the firm as "Unclassified" for its advisory profile. The snapshot data indicates the firm is not identified as a capital allocator, is not an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, or related adviser. FINTRX does not supply details on the firm’s advisory activities, client base, or fee structure.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 12
Jason Tuzinkewich
Chief Operations OfficerCRD 7473534
Emily Reitan
COOCRD 5209812
Jacob Palmer
Chief Compliance OfficerCRD 2309603
Contacts
3 of 144
Johnny Borrelli
Managing DirectorCRD 6788697
Stephen Lovell
Registered RepresentativeCRD 2146222
Richard Toban
Financial AdvisorCRD 6033185
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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