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Edward Thomas Enstice

Realta Investment Advisors, Inc.

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About Edward Thomas Enstice

Edward Thomas Enstice is a financial advisor registered with Realta Investment Advisors, Inc. and has been in the financial industry since May 1979. Edward has been actively involved with Realta Investment Advisors, Inc. since May 2020. Previously, Edward worked for L.O. THOMAS & CO. INC., Morgan Stanley, and Morgan Stanley DW INC. Edward is licensed in Arizona, California, Delaware, Florida, Illinois, Maryland, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, and Virginia. Edward Thomas Enstice is a registered Investment Advisor Representative in New Jersey.

Firm Information

Edward Enstice 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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Edward Enstice’s Registration & Firm History

DE

03/29/2021 - Present

Realta Investment Advisors, Inc. (WILMINGTON DE)

NJ

03/07/2018 - 05/14/2020

L.O. THOMAS & CO. INC. (LINWOOD NJ)

NJ

06/01/2009 - 06/10/2016

MORGAN STANLEY (NORTHFIELD NJ)

NJ

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (NORTHFIELD NJ)

NJ

02/24/1978 - 04/02/2007

MORGAN STANLEY DW INC. (NORTHFIELD NJ)

NA

08/22/1977 - 02/24/1978

REYNOLDS SECURITIES, INC.

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Licenses & Designations

IA

Issued 07/25/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/09/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/1988

Series 3 - National Commodity Futures Examination

BC

Issued 12/11/1982

Series 5 - Interest Rate Options Examination

BC

Issued 09/17/1977

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Edward Thomas Enstice. Review regulatory record here.
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