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CS

Christopher A. Saavedra

REALTA EQUITIES
San Juan Capistrano, CA 92675
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CRD#: 8126919
CS
Christopher Alan SaavedraREALTA EQUITIES

Professional summary


Christopher Alan Saavedra, who also goes by Chris Alan Saavedra, Chris Saavedra, is a registered financial professional currently at REALTA EQUITIES, INC. located in San Juan Capistrano, California.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 2026. Christopher has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.

Aliases


Chris Alan Saavedra | Chris Saavedra

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 Christopher Alan Saavedra'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

August 10, 2026 - Present

REALTA EQUITIES, INC.

Office #1: 29122 Rancho Viejo Road Suite 111, San Juan Capistrano, CA 92675
BD
CRD#: 23769
San Juan Capistrano, CA
Past

April 17, 2026 - May 15, 2026

REALTA EQUITIES, INC.

BD
CRD#: 23769
San Juan Capistrano, CA

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
California
(8/10/2026)

Exams


State Security Law Exam
RR
Series 63
Date: 2/2/2026
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/16/2026
General Securities Representative Examination
General Industry/Product Exam
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 (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


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


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


REALTA EQUITIES, INC.

CRD#: 23769San Juan Capistrano, CA 92675

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