Nicholas P. Marchetti

REALTA EQUITIES

PHOENIX, AZ 85018

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CRD#: 6730796

Professional summary

Nicholas Peter Marchetti, who also goes by Nicholas P Marchetti, Nicholas Marchetti, is a registered financial professional currently at REALTA EQUITIES, INC. located in Phoenix, Arizona.

Nicholas is registered as a RR (Registered Representative) and started their career in finance in 2017. Nicholas has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Aliases

Nicholas P Marchetti | Nicholas Marchetti

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 Nicholas Peter Marchetti'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

September 14, 2026 - Present

REALTA EQUITIES, INC.

Office #1: 4455 E. Camelback Road Suite C-135, Phoenix, AZ 85018

CRD#: 23769

PHOENIX, AZ

Past

August 25, 2025 - August 18, 2026

AMERICAN ALTERNATIVE CAPITAL, LLC

CRD#: 309956

Phoenix, AZ

Past

December 12, 2024 - August 5, 2025

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Phoenix, AZ

Past

June 23, 2017 - July 1, 2024

CCO CAPITAL, LLC

CRD#: 31147

PHOENIX, AZ

State Registrations and Notice Filings

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

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

Alabama
(9/14/2026)

California
(9/14/2026)

Colorado
(9/14/2026)

Connecticut
(9/14/2026)

District of Columbia
(9/14/2026)

Florida
(9/14/2026)

Georgia
(9/14/2026)

Idaho
(9/14/2026)

Illinois
(9/14/2026)

Indiana
(9/14/2026)

Iowa
(9/14/2026)

Kansas
(9/14/2026)

Louisiana
(9/14/2026)

Maine
(9/14/2026)

Maryland
(9/14/2026)

Massachusetts
(9/14/2026)

Michigan
(9/14/2026)

Minnesota
(9/14/2026)

Mississippi
(9/14/2026)

Missouri
(9/14/2026)

Nebraska
(9/14/2026)

Nevada
(9/14/2026)

New Jersey
(9/14/2026)

New Mexico
(9/14/2026)

New York
(9/14/2026)

North Carolina
(9/14/2026)

North Dakota
(9/14/2026)

Ohio
(9/14/2026)

Oklahoma
(9/14/2026)

Oregon
(9/14/2026)

Pennsylvania
(9/14/2026)

South Carolina
(9/14/2026)

South Dakota
(9/14/2026)

Tennessee
(9/14/2026)

Texas
(9/14/2026)

Utah
(9/14/2026)

Virginia
(9/14/2026)

Washington
(9/14/2026)

Wisconsin
(9/14/2026)

Exams

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 7/29/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 6/23/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

REALTA EQUITIES, INC.

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

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

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

1201 N. Orange Street Suite 729, Wilmington, DE 19801

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

Medium

# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
ORANGE STREET HOLDINGS, INC.	SHAREHOLDER
BROOKS, MELISSA CAWOOD	CONTROLLER/FINOP	4219393
ODOM, AMY ENITH	AML OFFICER	2674773
ODOM, AMY ENITH	CHIEF COMPLIANCE OFFICER	2674773
REITAN, EMILY SUZANNE	CHIEF OPERATING OFFICER	5209812
SMITH, SCOTT STEPHEN	CEO	5091112

Disclosures

Regulatory Event

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.

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Nicholas P. Marchetti

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Nicholas Peter Marchetti's CRS (Customer Relationship Summary).

Certified licenses

Experience

REALTA EQUITIES, INC.

AMERICAN ALTERNATIVE CAPITAL, LLC

FORESIDE FUND SERVICES, LLC

CCO CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Passed: 7/29/2017

SIE

Passed: 10/1/2018

Series 7

Passed: 6/23/2017

FINRA

Current Firm

REALTA EQUITIES, INC.

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

REALTA EQUITIES, INC.

TRUST BUT VERIFY

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