AdFi
RB

Robert Barrett Schilling

Investment Adviser Representative at REALTA INVESTMENT ADVISORS, INC

Stevensville, MDCRD #2609469Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
8 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 8 states
CaliforniaFloridaMarylandNorth CarolinaPennsylvaniaSouth CarolinaTexasVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/14/1997
Series 63
Uniform Securities Agent State Law Examination
Passed 7/11/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 7/18/1997
Series 7
General Securities Representative Examination
Passed 6/20/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Realta Investment Advisors, Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

REALTA INVESTMENT ADVISORS, INCCurrent
4/17/2020Stevensville, MD
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
3/22/20125/7/2020Stevensville, MD
FINANCIAL NETWORK INVESTMENT CORPORATION
12/19/20053/8/2012Stevensville, MD
BLUE VASE SECURITIES, LLC
5/5/200412/31/2005Ashton, MD
BAKER SCHILLING, INC.
7/8/200312/8/2005Washington, DC
LINSCO/PRIVATE LEDGER CORP.
1/10/20035/18/2004Washington, DC
MORGAN STANLEY
11/14/199711/20/2002West Washington, DC

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Robert Barrett Schilling 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.

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