Daniel Foraker

Employer firm

Realta Investment Advisors, Inc CRD 134952

$385M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2019 → 02/2020
  Morgan Stanely & Co., Llc
  Baltimore, MD
• 12/2008 → 02/2019
  Capital One Investing, Llc.
  Wilmington, DE
• 02/2020 → Present
  Realta Equities, Inc.
  Wilmington, DE
• 02/2020 → Present
  Realta Investment Advisors, Inc.
  Wilmington, DE

Previous Registrations

• 2016-07-28 → 2019-02-12
  Capital One Advisors, Llc
  Wilmington, DE
  Mclean, VA

Other Businesses

REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. OWNER OF RENTAL PROPERTY; 505 PRIMOS AVE., FOLCROFT, PA 19632; MORTGAGE PAYMENTS; 1 HOUR PER WEEK DURING NON-BUSINESS HOURS OWNER OF RENTAL PROPERTY; 192 BARNES CORNER RD, RISING SUN, MD 21911; MORTGAGE PAYMENTS; 1 HOUR PER WEEK DURING NON-BUSINESS HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-27
• S63 Uniform Securities Agent State Law Examination
  2006-06-12

Other Names

• Daniel Aaron Foraker