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WS

Woodyawan Soemantoro

REALTA EQUITIES
Pittsburgh, PA 15222
Some features on this profile are disabled
CRD#: 2536998
WS

Professional summary

Woodyawan Soemantoro, who also goes by Woodrow Soemantoro, Woody Soemantoro, is a registered financial professional currently at REALTA EQUITIES, INC. located in Pittsburgh, Pennsylvania.

Woodyawan is registered as a RR (Registered Representative) and started their career in finance in 1994. Woodyawan has worked at 12 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Woodrow Soemantoro | Woody Soemantoro

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Woodyawan Soemantoro's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 26, 2024 - Present

REALTA EQUITIES, INC.

Office #1: 603 Stanwix Street Suite 1750, Pittsburgh, PA 15222
BD
CRD#: 23769
Pittsburgh, PA
Past

June 2, 2023 - March 25, 2024

CABIN SECURITIES, INC.

BD
CRD#: 137608
OVERLAND PARK, KS
Past

May 26, 2022 - June 7, 2023

REALTA EQUITIES, INC.

BD
CRD#: 23769
PITTSBURGH, PA
Past

July 25, 2017 - May 20, 2022

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
CHICAGO, IL
Past

September 2, 2015 - June 30, 2017

MDS SECURITIES, LLC

BD
CRD#: 159555
KITTANNING, PA
Past

June 10, 2013 - August 26, 2015

EMERSON EQUITY LLC

BD
CRD#: 130032
SAN MATEO, CA
Past

June 23, 2010 - May 17, 2011

HARRISON DOUGLAS, INC.

BD
CRD#: 16515
AURORA, CO
Past

February 24, 2009 - April 23, 2010

AFA FINANCIAL GROUP, LLC

BD
CRD#: 127648
CALABASAS, CA
Past

January 2, 2008 - December 31, 2008

AFA FINANCIAL GROUP, LLC

BD
CRD#: 127648
CALABASAS, CA
Past

May 2, 2007 - December 31, 2007

SOUTH LAKE AVENUE SECURITIES CORPORATION

BD
CRD#: 137387
PASADENA, CA
Past

March 6, 2007 - May 1, 2007

CENTURION INSTITUTIONAL SERVICES, INC.

BD
CRD#: 33531
ESCONDIDO, CA
Past

March 26, 2003 - January 24, 2007

WELLS INVESTMENT SECURITIES,INC.

BD
CRD#: 15252
NORCROSS, GA
Past

August 7, 1995 - March 7, 2001

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

October 5, 1994 - October 20, 1995

PIM FINANCIAL SERVICES, INC.

BD
CRD#: 10547
SAN MARCOS, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
California
(3/26/2024)
RR
Kansas
(12/11/2024)
RR
Pennsylvania
(3/26/2024)
RR
Texas
(8/7/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 1/21/2008
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/7/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/25/2003
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

RE
REALTA EQUITIES, INC.
COASTAL EQUITIES, INC. | THE FALMOUTH FINANCIAL GROUP | REALTA WEALTH | REALTA EQUITIES, INC.

CRD#: 23769 / SEC#: , 8-40822

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
1201 N. Orange Street Suite 300, Wilmington, DE 92130
Mailing Address
1201 N. Orange Street Suite 729, Wilmington, DE 19801
Phone number
(888) 657-5200
Established
Massachusetts since 01/24/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ORANGE STREET HOLDINGS, INC.SHAREHOLDER
BALTOVSKI, ALEXANDERFINOP OFFICER2350828
ODOM, AMY ENITHAML OFFICER2674773
PALMER, JACOB DANIELCHIEF COMPLIANCE OFFICER2309603
SCHULTZ, BARRETT OLIVERCHIEF OPERATIONS OFFICER2741114

Disclosures

Regulatory Event7

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.

Company Information

REALTA EQUITIES, INC.

CRD#: 23769Pittsburgh, PA 15222

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