Kyle Shenk (CRD# 6957279) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Glen Rock, PA and has over 2 years of experience in the finance industry.
CRD# 2763082
Mml Investors Services, LLC
CRD# 2281395
Raymond James & Associates, Inc.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Realta Investment Advisors, Inc. | Wilmington, DE | Nov 2021 - Current | 2 |
| Realta Equities, Inc. | Wilmington, DE | Apr 2021 - Current | 3 |
| Springifled Company | Glen Rock, PA | May 2020 - Mar 2021 | < 1 |
| Hampden-sydney | Farmville, VA | Aug 2019 - Mar 2020 | < 1 |
| Incapital | Boca Raton, FL | May 2019 - Aug 2019 | < 1 |
| Hampden-sydney | Farmville, VA | Aug 2018 - May 2019 | < 1 |
| Incapital | Boca Raton, FL | May 2018 - Aug 2018 | < 1 |
| Hampden-sydney | Farmville, VA | Aug 2017 - May 2018 | < 1 |
| Safari Club Int | Jackson Hole, WY | May 2017 - Aug 2017 | < 1 |
| Hampden-sydney | Farmville, VA | Aug 2016 - May 2017 | < 1 |
| Regents Glen | York, PA | Jun 2016 - Aug 2016 | < 1 |
| York County School District | York, PA | Apr 2011 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- PA
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Total Assets Under Management800MILLIONS
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Total Number of Accounts3,529ACCOUNTS
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Average Account Value$226,609
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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