AW
Amy W. Widener
REALTA INVESTMENT ADVISORS,
BRISTOL, VA 24201
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CRD#: 3111888
AW
Professional summary
Amy White Widener, who also goes by Amy Rebecca White, Amy W Widener, is a registered financial advisor currently at REALTA INVESTMENT ADVISORS, INC located in Bristol, Virginia and REALTA EQUITIES, INC. located in Bristol, Virginia.
Amy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Amy has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amy Rebecca White | Amy W Widener
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) WL FINANCIAL ADVISORS; START: 1/2025; 951 CUMBERLAND STREET BRISTOL, VA 24201; ANNUITIES, LIFE, AND LONG TERM CARE INSURANCE SALES; 50% OWNER; COMMISSION; 20-25 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Amy White Widener'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
September 22, 2023 - Present
REALTA INVESTMENT ADVISORS, INC
Office #1: 951 Cumberland Street, Bristol, VA 24201RIA
CRD#: 134952
BRISTOL, VA
Current
September 22, 2023 - Present
REALTA EQUITIES, INC.
Office #1: 951 Cumberland Street, Bristol, VA 24201BD
CRD#: 23769
Bristol, VA
Past
June 27, 2023 - September 21, 2023
ARETE WEALTH ADVISORS, LLC
RIA
CRD#: 145488
Bristol, VA
Past
July 12, 2022 - June 27, 2023
CENTER STREET ADVISORS, INC.
RIA
CRD#: 169329
Bristol, VA
Past
August 23, 2012 - September 21, 2023
CENTER STREET SECURITIES, INC.
BD
CRD#: 26898
BRISTOL, VA
Past
April 13, 2012 - August 16, 2012
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
JOHNSON CITY, TN
Past
May 15, 2009 - April 19, 2012
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
KNOXVILLE, TN
Past
January 28, 2005 - May 18, 2009
FIRST HORIZON ADVISORS, INC.
BD
CRD#: 17117
JOHNSON CITY, TN
Past
February 3, 2000 - January 26, 2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
Past
January 15, 1999 - August 18, 1999
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 15, 1999 - August 18, 1999
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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
California(1/29/2025)
RR
Colorado(9/22/2023)
RR
Florida(9/22/2023)
RR
Georgia(9/22/2023)
RR
Kentucky(9/22/2023)
RR
North Carolina(9/22/2023)
RR
Tennessee(9/22/2023)
RR
Texas(9/22/2023)
RR
Virginia(9/22/2023)
IAR
Virginia(9/22/2023)
RR
West Virginia(9/22/2023)
Exams
State Security Law Exam
State Security Law 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.
Company Information
REALTA INVESTMENT ADVISORS, INC
CRD#: 134952Bristol, VA 24201TRUST BUT VERIFY
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