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Sam S
Series 63, Series 66
Buffalo, NY
Realta Investment Advisors, Inc
Sam Steffan is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Realta, he worked at Almaden Genomics and Basepair. He is also involved with Winding Bay Capital, a business connecting investors with real estate-backed investment products. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individual, pension, profit-sharing, and institutional clients. The firm emphasizes personalized advice through asset allocation strategies implemented via internal or third-party managers and supports a range of account management platforms and services.
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