Logan Wilson Snodgrass
Investment adviser representative at Realta Investment Advisors, Inc
11 yearsExperience
1 stateRegistered in
$385.4MFirm assets
19 yearsFirm in business
Are you Logan Wilson Snodgrass? 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.Jan 2025 to now
- Realta Equities, Inc.Oct 2024 to now
- UnemployedApr 2024 to Sep 2024
- SlackOct 2022 to Apr 2024
- PeacockJan 2022 to Oct 2022
- HuluJul 2019 to Jan 2022
- University of ChicagoAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7985105
- Firm CRD
- 134952