RD
Raymond C. De Witt
REALTA INVESTMENT ADVISORS,
MURRAY, UT 84107
Some features on this profile are disabled
CRD#: 2894063
RD
Professional summary
Raymond Cripps De Witt JR, who also goes by Ray Cripps Dewitt, Raymond C Dewitt, Raymond Cripps Dewitt Jr, is a registered financial advisor currently at REALTA INVESTMENT ADVISORS, INC located in Murray, Utah and REALTA EQUITIES, INC. located in Murray, Utah.
Raymond is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Raymond has worked at 18 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ray Cripps Dewitt | Raymond C Dewitt | Raymond Cripps Dewitt Jr
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) Independent Licensed Insurance Agent/DeWitt Wealth Management, LLC; Life, LTC and DI Insurance; Life and Health licensed; commissions; 1 hours per week during trading hours. 2) DeWitt Family Trust; Investment related; Start date: May 2022; Hurricane, UT; My family trust owns my home and an Air BnB I own; Trustee; short term rental revenue; 5 hours per week during non-trading hours. 3) DeWitt Advisory Group, Inc.; Non-investment related; Start 01/01/2021; Sandy, UT; C corp used for tax purposes; Owner of C corp and will pay for "consulting" for tax purposes; funds come from personal income paid into this; 1 hours per week during non-trading hours. 4) Spark Realty; Non -investment related; 392 E Winchester #110, Murray UT 84107; Commercial Real Estate; sparkrealty.com; commission sales; 5 hours per week during trading hours. 5) DeWitt Wealth Management; Investment related; used for tax purposes. My airbnb revenue runs through this business; President; airbnb rental income; Own the home and LLC; 1 hours per week during non-trading hours. 6) Crypto ATM; Sandy, UT; Own 5 crypto ATMs; BTMmachines.com; Own the machines and get a processing fee; 1 hours per week during non-trading hours. 7) 1031 DST Group dba; start: 1/2024; Murray, UT; www.1031dstgroup.com; President and Financial Advisors; Commissions and Fees; 50+ hours per week during normal trading hours. 8) Realta Investment Advisors, Inc.; start: 1/2024; Wilmington, DE; Investment Advisory Services; www.realtawealth.com; Investment Advisor Representative; 40 hours per week during normal trading hours. 9) Safari Club International; start: 4/2024; Washington, DC; not investment related; wildlife conservation, hunting, fund raising for 503c; safariclub.org; Board of Directors seat; 5 hours per week during non-trading hours. 10) Wyoming Reserve; start: 7/2024; Casper, WY; www.thewyomingreserve.com; help raise aware and capital for the Wyoming Reserve; 1% of capital; 10 hours per week during normal trading hours. 11) IFlip Investments; 125 S King St Jackson, WY 83001; Software platform that uses AI to manage investments for individuals; www.iflipinvest.com; Board of Directors; Compensation in the form of Equity; 2 hours per week during normal trading hours. 12) Wealth Strategies Advisory Group; 17207 N Perimeter Drive Scottsdale, AZ; dba for financial services; wsagaz.com; Partner; Commission and Fees; 40 hours per week during normal trading hours. 13) VFO Group; 17207 N Perimeter Drive Scottsdale, AZ; dba; Partner; Commission and Fees; 40 hours per week during normal trading hours. 14) Soteria-360; Not Investment Related; 1065 SW 9th St #672 Miami, FL; RPM for hospital outpatient services and continued doctor-patient monitoring; www.soteria-360.com; Board of Directors, Investor, Help consult the firm on capital raising needs; Equity; Own 2% of company; 5 hours per week during normal trading hours. 15) Diamond Rock Hilltop Construction SA; Roatan, Honduras; Not Investment Related; start: 6/2025; construction development and real estate sales; roatancarribbeanliving.com; Real Estate and Commission; 5 hours per week some during normal trading hours. 16) Spotted Hawk Drilling; Investment Related; 700 Louisiana Street #3850 Houston, TX 77002; start: 11/2025; Selling direct participations/ownership in oil & gas royalty interests; Commissions; 10 hours per month during normal trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Raymond Cripps De Witt JR'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 26, 2024 - Present
REALTA INVESTMENT ADVISORS, INC
Office #1: 392 E Winchester #110, Murray, UT 84107RIA
CRD#: 134952
MURRAY, UT
Current
November 22, 2023 - Present
REALTA EQUITIES, INC.
Office #1: 392 E Winchester #110, Murray, UT 84107BD
CRD#: 23769
Murray, UT
Past
October 13, 2021 - January 23, 2024
BANGERTER FINANCIAL SERVICES, INC.
RIA
CRD#: 171939
SALT LAKE CITY, UT
Past
April 23, 2019 - November 22, 2023
CONCORDE ASSET MANAGEMENT, LLC
RIA
CRD#: 140367
Murray, UT
Past
April 23, 2019 - November 22, 2023
CONCORDE INVESTMENT SERVICES, LLC
BD
CRD#: 151604
Murray, UT
Past
September 29, 2015 - May 6, 2019
SPC
RIA
CRD#: 110692
South Jordan, UT
Past
September 28, 2015 - April 29, 2019
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
SOUTH JORDAN, UT
Past
August 8, 2012 - September 28, 2015
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
SALT LAKE CITY, UT
Past
August 7, 2012 - September 28, 2015
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
SALT LAKE CITY, UT
Past
June 5, 2007 - August 10, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
MIDVALE, UT
Past
June 5, 2007 - August 10, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MIDVALE, UT
Past
October 20, 2006 - June 8, 2007
WADDELL & REED
RIA
CRD#: 866
SALT LAKE CITY, UT
Past
October 16, 2006 - June 8, 2007
WADDELL & REED
BD
CRD#: 866
SALT LAKE CITY, UT
Past
September 6, 2006 - October 10, 2006
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
SANDY, UT
Past
July 2, 2003 - September 23, 2004
AMERIPRISE ADVISOR SERVICES, INC.
RIA
CRD#: 5979
SALT LAKE CITY, UT
Past
January 21, 2003 - September 23, 2004
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Past
August 24, 2001 - January 22, 2003
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
SALT LAKE CITY, UT
Past
August 13, 2001 - January 22, 2003
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
Past
May 7, 2001 - August 21, 2001
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
LYNNFIELD, MA
Past
March 7, 2001 - May 9, 2001
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
May 18, 2000 - March 15, 2001
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
DES MOINES, IA
Past
December 16, 1998 - April 14, 2000
PACIFIC HARBOR SECURITIES, INC.
BD
CRD#: 8755
HIGHLAND, UT
Past
July 11, 1997 - December 15, 1998
WMA SECURITIES, INC.
BD
CRD#: 32625
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(9/24/2025)
RR
Alaska(10/28/2025)
RR
Arizona(12/22/2023)
RR
California(11/22/2023)
RR
Colorado(1/9/2024)
RR
Florida(11/27/2023)
RR
Georgia(3/28/2024)
RR
Idaho(11/30/2023)
RR
Indiana(12/12/2023)
RR
Louisiana(10/30/2024)
RR
Massachusetts(8/15/2024)
RR
Michigan(10/18/2024)
RR
Minnesota(11/6/2025)
RR
Missouri(10/18/2024)
RR
Nevada(12/4/2023)
RR
New Jersey(3/18/2024)
RR
New York(10/5/2025)
RR
Ohio(3/14/2024)
RR
Oklahoma(2/25/2025)
RR
Oregon(11/29/2023)
RR
Pennsylvania(7/1/2025)
RR
Rhode Island(4/17/2025)
RR
Tennessee(12/8/2023)
RR
Texas(1/9/2024)
RR
Utah(11/30/2023)
IAR
Utah(1/26/2024)
RR
Washington(12/1/2023)
RR
Wisconsin(1/15/2025)
RR
Wyoming(7/22/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
