Robert Barrett Schilling
Investment adviser representative at Realta Investment Advisors, Inc
24 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
24 years in the industry.
- Realta Investment Advisors, Inc.Apr 2020 to now
- Realta Equities, Inc.Apr 2020 to now
- Schilling FinancialNov 2018 to now
- Robert Schilling - Independent Insurance AgentApr 2002 to now
- Retirement SpecialistsSep 2014 to Apr 2020
- United Planners' Financial ServicesFeb 2012 to Apr 2020
- Eastwind DevelopmentJan 2008 to May 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 2609469
- Firm CRD
- 134952