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EH

Eric W. Holtz

REALTA EQUITIES
WILMINGTON, DE 19801
Some features on this profile are disabled
CRD#: 5821492
EH

Professional summary

Eric William Holtz is a registered financial professional currently at REALTA EQUITIES, INC. located in Wilmington, Delaware.

Eric is registered as a RR (Registered Representative) and started their career in finance in 2010. Eric has worked at 8 firms and has passed the Series 66, SIE and Series 7 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 Eric William Holtz'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 2, 2022 - Present

REALTA EQUITIES, INC.

Office #1: 1201 N. Orange Street Suite 729, Wilmington, DE 19801
BD
CRD#: 23769
WILMINGTON, DE
Past

July 14, 2022 - May 10, 2023

DAVINCI CAPITAL MANAGEMENT, INC.

BD
CRD#: 46897
Wilmington, DE
Past

February 24, 2020 - March 14, 2022

ARKADIOS CAPITAL

BD
CRD#: 282710
Lewiston, NY
Past

October 11, 2016 - February 21, 2020

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
Lewiston, NY
Past

August 29, 2015 - October 17, 2016

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
Lewiston, NY
Past

January 9, 2014 - September 25, 2015

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
LEWISTON, NY
Past

November 26, 2012 - March 7, 2013

M&T SECURITIES, INC.

RIA
CRD#: 17358
BUFFALO, NY
Past

November 26, 2012 - March 7, 2013

M&T SECURITIES, INC.

BD
CRD#: 17358
BUFFALO, NY
Past

October 6, 2010 - June 4, 2012

MORGAN STANLEY

RIA
CRD#: 149777
WILLIAMSVILLE, NY
Past

August 17, 2010 - June 4, 2012

MORGAN STANLEY

BD
CRD#: 149777
WILLIAMSVILLE, NY

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
Alabama
(3/2/2022)
RR
California
(3/2/2022)
RR
Colorado
(3/2/2022)
RR
Delaware
(3/2/2022)
RR
Florida
(3/2/2022)
RR
Georgia
(3/2/2022)
RR
Illinois
(3/2/2022)
RR
Indiana
(9/12/2025)
RR
Kentucky
(3/2/2022)
RR
Maryland
(12/5/2022)
RR
Massachusetts
(3/2/2022)
RR
Nevada
(3/2/2022)
RR
New Jersey
(3/2/2022)
RR
New York
(3/2/2022)
RR
North Carolina
(3/2/2022)
RR
Ohio
(3/2/2022)
RR
Oklahoma
(3/2/2022)
RR
Oregon
(3/2/2022)
RR
Pennsylvania
(3/2/2022)
RR
South Carolina
(3/2/2022)
RR
Tennessee
(3/9/2023)
RR
Texas
(3/2/2022)
RR
Virginia
(3/2/2022)
RR
Washington
(3/2/2022)
RR
Wyoming
(3/12/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/5/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/16/2010
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#: 23769Wilmington, DE 19801

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