Vincent Michael Tassone
Investment adviser representative at Realta Investment Advisors, Inc
11 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
11 years in the industry.
- Realta Investment Advisors, Inc.Mar 2026 to now
- Realta Equities, Inc.Mar 2026 to now
- Causeway Securities LLCJan 2025 to Mar 2026
- Raymond James & Associates, IncOct 2024 to Jan 2025
- Icapital Markets LLCJun 2024 to Jul 2024
- Institutional Capital Network, Inc.Jun 2024 to Jul 2024
- Vinni's Pizza West Deptford, LLCDec 2023 to Oct 2024
- Regional Investment Advisors, LLCMar 2023 to Jun 2024
- First Trust Advisors L.P.Jul 2015 to Mar 2023
- First Trust Portfolios L.P.Jul 2015 to Mar 2023
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 6380567
- Firm CRD
- 134952