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3 advisors near New York, NY
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Logan S
Series 63, Series 66
New York, NY
Realta Investment Advisors, Inc
Logan Snodgrass is a financial advisor at Realta Investment Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Slack, Peacock, and Hulu. Outside of his advisory role, he is involved in executive support and operations at a private equity firm and participates in digital marketing consultancy and retail advisory consulting. Realta Investment Advisors, Inc. is an SEC-registered enterprise firm managing approximately $343 million in assets for about 1,900 clients. The firm offers comprehensive portfolio management and financial planning services, utilizing a platform that supports both discretionary and non-discretionary accounts with individualized asset allocation and access to a wide range of investment products.
Mathias S
Series 63, Series 65
New York, NY
Realta Investment Advisors, Inc
Mathias Schulz is a financial advisor at Realta Investment Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at JPMorgan Securities LLC and Benchmark Investments, LLC. Realta Investment Advisors, Inc. manages approximately $343 million in client assets through a team of 54 advisors, serving around 1,900 clients. The firm offers portfolio management, financial and estate planning, retirement-plan advisory, and access to a broad range of investment products through both advisor-directed accounts and third-party manager programs.
Steven H
Series 63, Series 66
New York, NY
Realta Investment Advisors, Inc
Steven Horn is a financial advisor at Realta Investment Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets and Coastal Equities, Inc. Horn also operates Horn Business Advisors, LLC, a firm focused on cost reduction and savings for businesses. Realta Investment Advisors, Inc. is an SEC-registered enterprise adviser managing approximately $343 million in client assets through a team of 54 advisors. The firm serves about 1,900 clients with portfolio management, financial and estate planning, retirement-plan advisory, and access to a broad range of investment options, utilizing both advisor-directed and third-party manager programs.
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3 advisors near New York, NY
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