David Francis Vitt

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

• 09/2000 → 03/2018
  Chevy Chase Financial Services Corporation
  Bethesda, MD
• 05/2010 → 03/2018
  Capital One Investment Services Llc
  Bethesda, MD
• 01/2015 → 03/2018
  Capital One Sharebuilder, Inc.
  Mclean, VA
• 01/2015 → 03/2018
  Sharebuilder 401K
  Seattle, WA
• 03/2018 → 03/2020
  United Brokerage Services
  Washington, DC
• 03/2020 → Present
  Realta Equities, Inc.
  Wilmington, DE
• 03/2020 → Present
  Realta Investment Advisors, Inc.
  Wilmington, DE

Previous Registrations

• 2018-03-28 → 2019-12-26
  United Brokerage Services, Inc
  Centreville, VA
  Washington, DC
  Washington, DC
  Washington, DC
• 2015-01-28 → 2018-03-30
  Capital One Advisors, Llc
  Seattle, WA
• 2010-04-27 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY
  Mclean, VA
• 2002-06-11 → 2010-05-07
  Chevy Chase Financial Services
  Bethesda, MD
  Bethesda, MD
  Bethesda, MD

Other Businesses

1. REALTA INVESTMENT ADVISORS, INC.; INVESTMENT RELATED; 1201 N ORANGE STREET STE 729 WILMINGTON, DE 19801; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. 2. INSURANCE SALES AND SERVICE, 3300 JUNIPER WAY FALLS CHURCH, VA 22044; INSURANCE AGENT; COMMISSIONS; 4 HOURS PER WEEK DURING NORMAL TRADING HOURS. 3. DBA VITT WEALTH MANAGEMENT; LLC; PRESIDENT AND CEO; COMPENSATION IN THE FORM OF COMMISSIONS; 40 HOURS PER WEEK DURING NORMAL BUSINESS HOURS. 4. VITT INVESTMENT CORPORATION; INVESTMENT RELATED; 301 N MADISON STREET ARLINGTON, VA 22203; DBA; REGISTERED REPRESENTATIVE; START: 12/17/2020; FEE BASED COMPENSATION; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2002-06-07
• S65 Uniform Investment Adviser Law Examination
  1999-10-08
• S63 Uniform Securities Agent State Law Examination
  1999-06-18

Other Names

• David Francis Vitt