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Charlie Elamparo

Realta Investment Advisors, Inc.

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About Charlie Elamparo

Charlie Elamparo is an investment advisor representative at Realta Investment Advisors, Inc. based in San Diego, CA. Charlie has been in the financial services industry since 2021. Charlie holds the Series 4, Series 7TO, Series 24 and Series 66 licenses. Charlie is registered with the state of California as an Investment Advisor Representative and a Broker Dealer Representative. Charlie specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses. Charlie is also registered with the state of California as an Investment Advisor Representative.

Firm Information

Charlie Elamparo is currently registered with Realta Investment Advisors, Inc.. Realta Investment Advisors, Inc. is an investment advisor headquartered in Wilmington, DE with a team of over 80 professionals. They manage over $799 million in assets for individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and other clients. Realta provides a range of services including financial planning, pension consulting, portfolio management, and publication of periodicals. They also offer a wrap fee program.
Realta Investment Advisors, Inc.

1201 N. ORANGE STREET

WILMINGTON, DE 19801

$799.70M

Assets Under Management

Not reported

Total Clients

63

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charlie Elamparo’s Registration & Firm History

DE

02/14/2024 - Present

Realta Investment Advisors, Inc. (WILMINGTON DE)

CA

04/21/2021 - 01/31/2024

LPL FINANCIAL LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 01/04/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/12/2024

Series 4 - Registered Options Principal Examination

BC

Issued 09/13/2021

Series 24 - General Securities Principal Examination

BC

Issued 04/21/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/05/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charlie Elamparo.
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