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 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
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 11
Jason Tuzinkewich
Chief Operations OfficerCRD 7473534

Emily Reitan
COOCRD 5209812

Jacob Palmer
Chief Compliance OfficerCRD 2309603
Contacts
3 of 141
Stephen Lovell
Registered RepresentativeCRD 2146222

Richard Toban
Financial AdvisorCRD 6033185
Michael Taromina
Registered RepresentativeCRD 8039082
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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