AK
Anthony J. Kulhanek
REALTA INVESTMENT ADVISORS,
Lantana, TX
Some features on this profile are disabled
CRD#: 1977093
AK
Professional summary
Anthony Jerry Kulhanek, who also goes by A J Kulhanek, Antone Kulhanek, Tony Kulhanek, is a registered financial advisor currently at REALTA INVESTMENT ADVISORS, INC located in Lantana, Texas and REALTA EQUITIES, INC. located in Wilmington, Delaware.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Anthony has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
A J Kulhanek | Antone Kulhanek | Tony Kulhanek
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Kulhanek Investment Specialty Services DBA; located at 1609 Trinidad Way Lantana, TX 76226; Created to protect assets from litigation or lawsuits; President/Director; 40 hours per week during normal trading hours. (2). Realta Investment Advisors Inc.; Investment related; start: 01/2025; 1201 N. Orange Street #729, Wilmington, DE 19801; Investment Advisor Representative; Investment Advisory Services; Compensation in the form of fees; 5-10+ hours/week during normal trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Jerry Kulhanek's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 17, 2025 - Present
REALTA INVESTMENT ADVISORS, INC
RIA
CRD#: 134952
Lantana, TX
Current
July 2, 2023 - Present
REALTA EQUITIES, INC.
Office #1: 1201 N. Orange Street Suite 729, Wilmington, DE 19801BD
CRD#: 23769
WILMINGTON, DE
Past
January 25, 2024 - January 2, 2025
CRESCENT ADVISOR GROUP, INC.
RIA
CRD#: 115974
Highland Village, TX
Past
November 16, 2023 - December 21, 2023
REALTA INVESTMENT ADVISORS, INC
RIA
CRD#: 134952
Highland Village, TX
Past
September 4, 2012 - June 30, 2023
TITAN SECURITIES
BD
CRD#: 131392
PLANO, TX
Past
June 11, 1999 - August 7, 2012
BENNETT ROSS, INC.
BD
CRD#: 42850
FORT WORTH, TX
Past
March 3, 1999 - June 14, 1999
D.H. HILL SECURITIES, LLLP
BD
CRD#: 41528
KINGWOOD, TX
Past
August 21, 1997 - March 12, 1999
RETIREMENT INVESTMENT GROUP
BD
CRD#: 7421
HOUSTON, TX
Past
November 20, 1989 - August 5, 1997
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT
CRD#: 134952 / SEC#: 801-68000
RIA
Registered Investment Advisory firm - (6/6/2007 Approved)New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/2/2023)
RR
Arizona(11/30/2023)
RR
Arkansas(7/2/2023)
RR
California(7/2/2023)
RR
Colorado(7/6/2023)
RR
Florida(7/2/2023)
RR
Kansas(7/2/2023)
RR
Missouri(7/2/2023)
RR
Oklahoma(11/30/2023)
RR
South Carolina(7/2/2023)
RR
South Dakota(7/25/2023)
RR
Texas(7/5/2023)
IAR
Texas(1/17/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT
CRD#: 134952 / SEC#: 801-68000
RIA
Registered Investment Advisory firm - (6/6/2007 Approved)New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1201 N. Orange Street Suite 729, Wilmington, DE 19801
Mailing Address
Phone number
(888) 657-5200
Established
Firm type
Fiscal year end
# of Employees
64
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,958 |
| AUM (Assets Under Management) | $ 343,465,487 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
