David Francis Vitt
Investment adviser representative at Realta Investment Advisors, Inc
26 yearsExperience
2 statesRegistered 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
26 years in the industry.
- Realta Investment Advisors, Inc.Mar 2020 to now
- Realta Equities, Inc.Mar 2020 to now
- United Brokerage ServicesMar 2018 to Mar 2020
- Capital One Sharebuilder, Inc.Jan 2015 to Mar 2018
- Sharebuilder 401kJan 2015 to Mar 2018
- Capital One Investment Services LLCMay 2010 to Mar 2018
- Chevy Chase Financial Services CorporationSep 2000 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 3243506
- Firm CRD
- 134952