Skip Massengill is a registered investment advisor, based in Wilmington, DE, with 42 years of industry experience.
Location
1201 N. Orange Street, Suite 729, Wilmington, DE, 19801
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Regulatory History (3)
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Judgment / Lien
June 2024Judgment / Lien
May 2014Employment Separation After Allegations
March 2009Other Business Activities
Skip is an investment advisor representative at Realta Investment Advisors, dedicating full-time hours. He is also a minority owner of Retirement Educational Institute (REI), a committee member of the Philadelphia Estate Planning Council, a board member of Pop Warner Football and LifeQuest, writing a book for enSource, Us LLC, provides RIA services for TracDiem, and is the Founder and CEO of SecureUS.
Employment History
Current Registrations
Realta Equities, INC.
June 2017 - Present · 9 yrs 3 mos
Realta Investment Advisors, INC
June 2017 - Present · 9 yrs 3 mos
Realta Equities, INC.Broker
June 2017 - Present · 9 yrs 3 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
May 2009 - April 2017 · 7 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
May 2009 - April 2017 · 7 yrs 11 mos
TD Wealth Management Services INC.
December 2003 - April 2009 · 5 yrs 4 mos
TD Wealth Management Services INC.Broker
September 2001 - April 2009 · 7 yrs 7 mos
Vfinance InvestmentsBroker
June 2001 - September 2001 · 3 mos
First Union Capital Markets CORP.Broker
May 1995 - August 1999 · 4 yrs 3 mos
Cs First Boston CorporationBroker
July 1993 - April 1995 · 1 yr 9 mos
Wheat, First Securities, INC.Broker
January 1991 - July 1993 · 2 yrs 6 mos
Butcher & Singer INC.Broker
October 1981 - January 1991 · 9 yrs 3 mos
First Jersey Securities, INC.Broker
September 1981 - November 1981 · 2 mos
State Registrations5 states
CAFLNCNJPA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.