William Cady Edwards
Investment adviser representative at Realta Investment Advisors, Inc
23 yearsExperience
1 stateRegistered in
$385.4MFirm assets
19 yearsFirm in business
Are you William Cady Edwards? Claim your profile
Contact this firm
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
23 years in the industry.
- Realta Investment Advisors, Inc.May 2026 to now
- Realta Equities, Inc.May 2026 to now
- Lbmz Securities, Inc.Sep 2023 to May 2026
- Zacks Investment ManagementAug 2022 to May 2026
- Zacks Investment ResearchMay 2009 to Aug 2022
- Nylife SecuritiesSep 2003 to May 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4692536
- Firm CRD
- 134952