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Daniel Foraker

19 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
1,958 clients
Average Client Portfolio
$175K average
Assets Under Management
$343.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1201 N. Orange Street, Suite 729, Wilmington, DE, 19801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Daniel works full-time as an investment advisor representative at Realta Investment Advisors. He also owns two rental properties, dedicating a few hours per week to managing them.

Employment History
Current Registrations
Realta Investment Advisors, INC
February 2020 - Present · 6 yrs
Realta Equities, INC.
February 2020 - Present · 6 yrs
Realta Equities, INC.Broker
February 2020 - Present · 6 yrs
Previous Registrations
Davinci Capital Management, INC.Broker
July 2022 - May 2023 · 10 mos
Morgan Stanley & CO. LLCBroker
February 2019 - March 2020 · 1 yr 1 mo
Capital One Advisors, LLC
July 2016 - February 2019 · 2 yrs 7 mos
Capital One Investing, LLCBroker
January 2008 - February 2019 · 11 yrs 1 mo
Ing Direct Securities INC.Broker
June 2006 - November 2008 · 2 yrs 5 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Daniel Foraker - Financial Advisor | TrueAdvisor