Mathias Schulz
Investment Adviser Representative at Realta Investment Advisors, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mathias Schulz is an investment adviser representative with Realta Investment Advisors, Inc in New York, NY, where they have been registered since 2023. They have worked in the securities industry since 2015 and have been registered with 5 firms, including Benchmark Investments, LLC and J.p. Morgan Securities LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
36 states and territories
Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Coastal Equities, Inc.Jun 2015 – May 2017new york, NY
- CGM Group LLCFeb 2015 – May 2017New York, NY
- JPMorgan Chase BankOct 2017 – Nov 2021New York, NY
- Jpmorgan Securities LLCOct 2017 – Nov 2021New York, NY
- unemployedMay 2017 – Sep 2017brooklyn, NY
- Benchmark Investments, LLCNov 2021 – Jun 2023New York, NY
- Realta Equities, Inc.Jun 2023 – no end date reportedWilmington, DE
- Realta Investment Advisors, Inc.Jun 2023 – 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.
Client types the firm serves
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 profileOther advisors at Realta Investment Advisors, Inc
Showing 12 of 61 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mathias Schulz 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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