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 organized as a corporation and has been SEC-registered since 1989. The firm is listed as owned by a combination of a domestic entity and an individual. Public disclosures for the firm are limited: it is classified as "Unclassified" in available records and does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. No substantive detail about the firm’s advisory activities, client segments, or fee structure is reported in the source material.

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