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DZ

Dustin D. Zachmeyer

REALTA EQUITIES
WILMINGTON, DE 92130
Some features on this profile are disabled
CRD#: 5154850
DZ

Professional summary

Dustin Dean Zachmeyer is a registered financial professional currently at REALTA EQUITIES, INC. located in Wilmington, Delaware.

Dustin is registered as a RR (Registered Representative) and started their career in finance in 2006. Dustin has worked at 9 firms and has passed the Series 65, Series 66, Series 63, Series 6TO, Series 79TO, Series 7TO, Series 52TO, SIE, Series 3, Series 7, Series 6, Series 4, Series 24 and Series 53 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 Dustin Dean Zachmeyer'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

October 25, 2025 - Present

REALTA EQUITIES, INC.

Office #1: 1201 N. Orange Street Suite 300, Wilmington, DE 92130
BD
CRD#: 23769
WILMINGTON, DE
Past

January 21, 2020 - October 24, 2023

BLUEROCK CAPITAL MARKETS LLC

BD
CRD#: 136974
Newport Beach, CA
Past

November 20, 2018 - July 9, 2019

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
PASADENA, CA
Past

November 6, 2017 - July 9, 2019

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
PASADENA, CA
Past

March 1, 2013 - November 6, 2017

GRIFFIN CAPITAL SECURITIES, LLC

BD
CRD#: 37739
EL SEGUNDO, CA
Past

September 11, 2012 - January 25, 2013

KBR CAPITAL MARKETS, LLC

BD
CRD#: 128800
PALO ALTO, CA
Past

September 20, 2011 - September 11, 2012

SECURITIES MANAGEMENT & RESEARCH, INC.

BD
CRD#: 759
MARION, IA
Past

November 3, 2008 - September 11, 2012

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA
CRD#: 13609
MARION, IA
Past

March 27, 2008 - September 11, 2012

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
MARION, IA
Past

June 12, 2006 - March 28, 2008

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
MARION, IA

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
Delaware
(10/31/2025)
RR
Iowa
(10/30/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/19/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/31/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/16/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 10/25/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 10/25/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/25/2025
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 10/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 11/26/2008
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 5/13/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/9/2006
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 10/25/2025
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/25/2025
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 10/25/2025
Municipal Securities Principal 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#: 23769Wilmington, DE 92130

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