Skip Massengill is a registered investment advisor, based in Haverford, PA, with 42 years of industry experience. Skip is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Haverford, PA
Get directionsHistory
Regulatory History (3)
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.Broker
Realta Equities, INC.
Realta Investment Advisors, INC
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
TD Wealth Management Services INC.
TD Wealth Management Services INC.Broker
Vfinance InvestmentsBroker
First Union Capital Markets CORP.Broker
Cs First Boston CorporationBroker
Wheat, First Securities, INC.Broker
Butcher & Singer INC.Broker
First Jersey Securities, INC.Broker
State Registrations5 states
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
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