John Eli Frick
Investment adviser representative at Realta Investment Advisors, Inc
17 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
17 years in the industry.
- Realta Investment Advisors, Inc.Jun 2018 to now
- Realta Equities, Inc.Jun 2018 to now
- Fulton Financial AdvisorsSep 2017 to Jun 2018
- Faa Core StrategiesJun 2012 to Jun 2018
- Core StrategiesJan 2012 to Jun 2018
- Fulton Financial CorporationMar 2009 to Jun 2018
- Raymond James Financial Services Advisors Inc.Mar 2009 to Jun 2018
- Raymond James Financial Services, Inc.Mar 2009 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 2967029
- Firm CRD
- 134952