Philadelphia, PA Office
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Realta Investment Advisors, Inc
Multi-team
Firm-wide stats for Realta Investment Advisors, Inc
About
Realta Investment Advisors provides discretionary and non‑discretionary investment advisory services and financial planning through a network of Financial Advisors, serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and a range of institutional clients such as corporations, trusts, and other investment advisers. The firm’s services include portfolio management (implemented in‑house or via third‑party money managers), retirement‑plan consulting and participant education, and estate planning.
The firm emphasizes individualized advice gathered through advisor interviews to establish goals, risk tolerance and time horizon, and typically implements strategies using asset allocation across mutual funds, ETFs, equities, fixed income and alternative investments. Realta operates the NOVA platform (APM wrap/non‑wrap) and offers UMA/SMA third‑party manager programs, monitors TPM performance and permits discretionary trading strategies (including options and margin); it also discloses acting as a liaison to TPMs and receiving portioned fees for that service and can manage held‑away accounts via a third‑party aggregation platform (Pontera).
Distinctive features noted in the brochure include the firm’s institutional reach and referral activity—disclosures reference relationships and referrals involving banks, insurance companies, other investment advisers and plan sponsors or public entities—and its affiliated broker‑dealer and insurance agency relationships. The brochure also highlights operational practices that may affect clients’ choices, such as third‑party manager arrangements, participant education materials and the use of held‑away aggregation tools, and it discloses how those arrangements generate fee and referral dynamics.
Based on Realta Investment Advisors, Inc
Location
1515 Market Street, Suite 1700
Philadelphia PA 19102
Advisors at this office
2
Advisors at this office
Vincent T
Series 66
Philadelphia, PA
Realta Investment Advisors, Inc
Vincent Tassone is a financial advisor with Realta Investment Advisors, Inc. in Philadelphia, PA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Causeway Securities LLC, Raymond James & Associates, INC, and First Trust Portfolios L.P. He was also involved with Vinni's Pizza West Deptford, LLC, indicating experience outside the financial sector. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services through a network of advisors, serving individuals, pension plans, and institutional clients. The firm employs individualized strategies that utilize diverse asset allocations and offers multiple portfolio management and consulting options, including third-party manager programs and held-away account management.
Kurtis S
Series 63, Series 66
Philadelphia, PA
Realta Investment Advisors, Inc
Kurtis Stroemel is a financial advisor at Realta Investment Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with Realta Investment Advisors since 2008. Outside of investment advisory, he serves as president of HR&S Financial Services, LLC, where he oversees insurance sales, and holds several nonprofit treasurer roles, including at the Camden County College Foundation and the Voorhees Township Police Foundation. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice through advisor interviews and typically implements diversified portfolios using mutual funds, ETFs, equities, fixed income, and alternatives, with access to multiple management platforms and third-party managers.
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