Todd May
Investment adviser representative at Realta Investment Advisors, Inc
22 yearsExperience
1 stateRegistered 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
22 years in the industry.
- Realta Investment Advisors, Inc.Mar 2026 to now
- Realta Equities, Inc.Jan 2026 to now
- Hast Advising Services of TexasNov 2025 to Feb 2026
- UnemployedJul 2024 to Nov 2025
- Wes BrandsJan 2024 to Jul 2024
- Constellation BrandsJul 2018 to Jan 2024
- Republic National Distributing CompanyJul 2004 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8209858
- Firm CRD
- 134952