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Logan Wilson Snodgrass

Investment Adviser Representative at Realta Investment Advisors, Inc

New York, NYCRD #7985105Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Logan Wilson Snodgrass is an investment adviser representative with Realta Investment Advisors, Inc in New York, NY, where they have been registered since 2025. They have worked in the securities industry since 2024. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York
Broker:
1 state or territory

New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/4/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 12/30/2024
Series 7
General Securities Representative Examination
Passed 12/12/2024
SIE
Securities Industry Essentials Examination
Passed 5/29/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Realta Investment Advisors, IncCurrent
1/28/2025 – New York, NY
Realta Equities, Inc.Current
12/13/2024 – New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Slack
    Oct 2022 – Apr 2024San Diego, CA
  2. Peacock
    Jan 2022 – Oct 2022Los Angeles, CA
  3. Hulu
    Jul 2019 – Jan 2022Los Angeles, CA
  4. University of Chicago
    Aug 2015 – Jun 2019Chicago, IL
  5. Realta Equities, Inc.
    Oct 2024 – no end date reportedWilmington, DE
  6. Unemployed
    Apr 2024 – Sep 2024New York, NY
  7. Realta Investment Advisors, INc.
    Jan 2025 – no end date reportedWilmington, DE

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Realta Investment Advisors, Inc

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Full-service broker-dealer and RIA platform offering traditional investments, private markets, and alternative strategies (including private equity, private credit, real estate, hedge funds, venture capital, oil and gas, structured products, 1031 exchanges, and tax-advantaged strategies); a full financial planning suite with tax capabilities; virtual assistant program; integrated technology stack; multiple custody options; dedicated due diligence team; and a service model built around direct access and fast answers.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and Newsletters
Firm areas of expertise
Broker-dealerRIAIndependent AdvisorsHigh-net-worthPrivate MarketsAlternative InvestmentsPrivate EquityPrivate CreditReal EstateHedge FundsVenture Capital+5 more

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
61
Offices listed on AdvisorFinder:
22
Main office:
Wilmington, DE
SEC file number:
801-68000

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 6, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Logan Wilson Snodgrass has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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