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Skip Massengill

Investment Adviser Representative at REALTA INVESTMENT ADVISORS, INC

Haverford, PACRD #1005189Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
43 yrs
States Registered
5 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
CaliforniaFloridaNew JerseyNorth CarolinaPennsylvania
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/15/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 11/13/1981
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/19/1981

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 EQUITIES, INC.Current
6/9/2017Haverford, PA
REALTA INVESTMENT ADVISORS, INCCurrent
6/9/2017Haverford, PA
ROBERT W. BAIRD & CO. INCORPORATED
5/26/20094/7/2017Blue Bell, PA
TD WEALTH MANAGEMENT SERVICES INC.
12/19/20034/6/2009Philadelphia, PA

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. Skip Massengill 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.

Skip Massengill - Financial Advisor in Haverford, PA | AdvisorFinder