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Stanley William Smrke

Investment adviser representative at Realta Investment Advisors, Inc
14 yearsYears since first job or exam
1 stateRegistered in
$385.4M
19 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

Contact this advisor

(888) 657-5200realtawealth.comFirm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

14 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Realta Investment Advisors, Inc.Mar 2025 to now
  2. Realta Equities, Inc.Mar 2025 to now
  3. International Assets Advisory, LLCDec 2023 to Mar 2025
  4. Transamerica Financial Advisors, IncMay 2023 to Dec 2023
  5. World Financial Group, Inc.Apr 2023 to Dec 2023
  6. MegatelJan 2023 to Mar 2025
  7. UnemployedJul 2022 to Jan 2023
  8. Apollo Funding PartnersJul 2022 to Dec 2022
  9. Tandem Wealth Advisors LLCJun 2021 to Jun 2022
  10. Ascendant Alternative StrategiesNov 2020 to Jun 2021
  11. Kensington Asset ManagementNov 2020 to May 2021
  12. ExtendFeb 2020 to Nov 2020
  13. International Assets Advisory, LLCJul 2019 to Dec 2019
  14. MegatelMar 2019 to Jan 2020
  15. Megatel Capital InvestmentMar 2019 to Dec 2019
  16. Advisor's Resource CompanyOct 2017 to Feb 2019
  17. University of OklahomaAug 2012 to Dec 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (TX).

Realta Investment Advisors, Inc

$385.4M
1,231Clients
56Advisers
19 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

7149950
134952
Advisor's SEC record
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