Zelalem Baalu Girma
Investment adviser representative at Realta Investment Advisors, Inc
11 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
11 years in the industry.
- Realta Investment Advisors, Inc.Jan 2024 to now
- Realta Equities, Inc.Jan 2024 to now
- LPL Financial LLCJun 2023 to Jan 2024
- Newedge Advisors LLCMay 2023 to Jan 2024
- Klr Capital, LLCAug 2022 to Feb 2023
- Costar GroupMay 2022 to Aug 2022
- Morgan StanleyFeb 2021 to May 2022
- Waddell & Reed, IncOct 2020 to Feb 2021
- US Bancorp Investments, IncJan 2019 to Oct 2020
- Bailes and AssociatesFeb 2018 to Jan 2019
- Citizens Business BankApr 2015 to Nov 2017
- LPL FinancialApr 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4073939
- Firm CRD
- 134952