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Edward Enstice

Realta Investment Advisors, INC
47 Years of Experience
Linwood, NJ
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Edward Enstice is a registered investment advisor at Realta Investment Advisors, INC, based in Linwood, NJ, with 47 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 1,231 clients with $390M in assets under management.

Realta Investment Advisors, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
1,231 clients
Average Client Portfolio
$313K average
Assets Under Management
$385.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annualized fee is 2.50%. Fees are negotiable at the discretion of the firm or financial advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Central Park East, Suite 5050, 222 New Road, Linwood, NJ, 08221

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2019
Settled
Customer Dispute
December 2000
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edward is the owner of Coastal Financial Group, dedicating full-time hours to this role. He also spends a few hours per week on insurance sales and service, focusing on fixed annuities and life insurance, and works full-time providing investment advisory services as an investment advisor representative for Realta Investment Advisors, Inc.

Employment History
Current Registrations
Realta Investment Advisors, INC
March 2021 - Present · 5 yrs 7 mos
Realta Equities, INC.Broker
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
L.O. Thomas & CO. INC.Broker
March 2018 - May 2020 · 2 yrs 2 mos
Morgan StanleyBroker
June 2009 - June 2016 · 7 yrs
Morgan Stanley
June 2009 - June 2016 · 7 yrs
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
October 2002 - April 2007 · 4 yrs 6 mos
Morgan Stanley Dw INC.Broker
February 1978 - April 2007 · 29 yrs 2 mos
Reynolds Securities, INC.Broker
August 1977 - February 1978 · 6 mos
State Registrations14 states
AZCADEFLILMDNCNJNVNYPASCTNVA
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.
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Edward Enstice - Financial Advisor | TrueAdvisor