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Mathias Schulz

Realta Investment Advisors, Inc.

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About Mathias Schulz

Mathias Schulz is an investment advisor representative at Realta Investment Advisors, Inc., with over 7 years of experience in the financial services industry. Mathias has a wide range of experience in financial planning, portfolio management, and pension consulting. Mathias holds the Series 7, Series 63, Series 65 and SIE licenses. Mathias is registered with FINRA and the SEC.

Firm Information

Mathias Schulz 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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Mathias Schulz’s Registration & Firm History

NY

06/21/2023 - Present

Realta Investment Advisors, Inc. (NEW YORK NY)

NY

11/22/2021 - 01/19/2023

BENCHMARK INVESTMENTS, LLC (New York NY)

NY

11/13/2017 - 11/09/2021

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

07/08/2015 - 05/16/2017

COASTAL EQUITIES, INC. (New York NY)

NY

02/10/2011 - 08/12/2011

HFP CAPITAL MARKETS LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/17/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mathias Schulz.
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