REALTA EQUITIES, INC.

Broker-DealerFINRA MemberEst. 1989
Total AUM
Advisory reps
154
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Realta Equities, Inc. is organized as a corporation and has been registered with the SEC since 1989. The dataset lists the firm's ownership as a mix of a domestic entity and an individual. The firm's regulatory snapshot classifies it as unclassified rather than assigning a standard advisory category. The record indicates Realta Equities is not identified as a capital allocator, is not an active ESG investor, and is not listed as a multi-state adviser in the dataset. It is also not recorded as a pension consultant or as a related adviser. The source does not supply descriptions of the firm's advisory activities, fee structure, or client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 12
  • Jason Tuzinkewich

    Chief Operations OfficerCRD 7473534

  • Emily Reitan

    COOCRD 5209812

  • Jacob Palmer

    Chief Compliance OfficerCRD 2309603

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Contacts

3 of 142
  • Johnny Borrelli

    Managing DirectorCRD 6788697

  • STEPHEN LOVELL

    Registered RepresentativeCRD 2146222

  • RICHARD TOBAN

    Financial AdvisorCRD 6033185

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Wealth teams

FINTRX

Newly hired reps

FINTRX

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