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Dan Holzer

Realta Investment Advisors, Inc.

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About Dan Holzer

Dan Holzer is an investment advisor representative registered with Realta Investment Advisors, Inc. Dan has been in the industry since 2010 and has a wide range of experience in the financial services field. Dan is licensed in multiple states and has a strong understanding of investment strategies and financial planning. Dan is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Dan Holzer 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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Dan Holzer’s Registration & Firm History

CA

09/08/2022 - Present

Realta Investment Advisors, Inc. (SAN DIEGO CA)

CA

11/12/2013 - 09/14/2022

EMERSON EQUITY LLC (ALISO VIEJO CA)

CA

07/12/2012 - 12/31/2013

ARI FINANCIAL SERVICES, INC. (CARLSBAD CA)

CA

06/22/2010 - 06/15/2011

WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 07/12/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Dan Holzer. Review regulatory record here.
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