John Edward Scott
Investment adviser representative at Realta Investment Advisors, Inc
22 yearsExperience
1 stateRegistered in
$385.4MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Realta Investment Advisors, IncJan 2025 to now
- Realta Equities, Inc.Jun 2024 to now
- Realta Investments Advisors, Inc.Jun 2024 to now
- Calton & Associates, Inc.Aug 2018 to Jun 2024
- Kovack Advisors, Inc.Aug 2006 to Aug 2018
- Kovack Securities Inc.Oct 2004 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Realta Investment Advisors, Inc
$385.4MAssets managed
1,231Clients
57Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1636317
- Firm CRD
- 134952