Aileen Defroda (CRD# 5410978) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 16 years of experience in the finance industry.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Realta Equities, Inc. | Wilmington, DE | Aug 2018 - Current | 5 |
| Realta Investment Advisors, Inc. | Wilmington, DE | Aug 2018 - Current | 5 |
| Capital One Investing LLC | Wilmington, DE | Dec 2015 - Aug 2018 | 2 |
| Commonwealth Financial Network | Waltham, MA | Jan 2015 - Dec 2015 | < 1 |
| Wsfs Bank | Hockessin, DE | Dec 2002 - Dec 2015 | 13 |
| Invest Financial Corp | Tampa, FL | Aug 2007 - Jan 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2007 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- DE
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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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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