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Michael M Oconnor

REALTA INVESTMENT ADVISORS, INC·WILMINGTON, Delaware
Series 27Clean recordREALTA INVESTMENT ADVISORS, INC
1201 N. ORANGE STREET, WILMINGTON, DE 19801CRD# 7079764Firm CRD# 134952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael M Oconnor · WILMINGTON, DE
Registration
CRD #7079764 · REALTA INVESTMENT ADVISORS, INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
REALTA INVESTMENT ADVISORS, INC
CRD 134952 · SEC 801-68000
AUM
$800M
Regulatory assets under management
Employees
83
3,529 client accounts
Services offered by REALTA INVESTMENT ADVISORS, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at REALTA INVESTMENT ADVISORS, INC →
Introduction

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Frequently Asked Questions

What services does Michael M Oconnor offer?
Michael M Oconnor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Michael M Oconnor's credentials?
Michael M Oconnor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael M Oconnor located?
Michael M Oconnor is based in WILMINGTON, Delaware, working with REALTA INVESTMENT ADVISORS, INC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Michael M Oconnor charge for services?
Michael M Oconnor's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REALTA INVESTMENT ADVISORS, INC?
REALTA INVESTMENT ADVISORS, INC has approximately 83 employees and manages $800M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at REALTA INVESTMENT ADVISORS, INC

Kevin Michael Keefe
WILMINGTON, DE
CFA
Emilio Battista Primus
WILMINGTON, DE
David James Monahan
WILMINGTON, DE
Steven Michael Richards
WILMINGTON, DE
Timothy Joseph Bowman
WILMINGTON, DE
Francis J Skinner
WILMINGTON, DE

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