Shaun Eck
Investment adviser representative at Realta Investment Advisors, Inc
11 yearsExperience
2 statesRegistered in
$385.4MFirm assets
19 yearsFirm in business
Are you Shaun Eck? 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
11 years in the industry.
- Realta Investment Advisors, Inc.Jul 2022 to now
- Realta Equities, Inc.Jul 2022 to now
- Kestra Investment Services, LLCSep 2020 to Jul 2022
- Kestra Private Wealth Services, LLCSep 2020 to Jul 2022
- Bank of America, N.A.Feb 2018 to Sep 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2017 to Sep 2020
- American Airlines Credit UnionSep 2015 to Oct 2017
- Cetera Investment Advisers LLCSep 2015 to Oct 2017
- Cetera Investment Services LLCSep 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
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
- 5574644
- Firm CRD
- 134952