About - Somerville Investments

There’s me & a team behind me.

All focused on you.

A registered financial advisor since 1985 and Certified Financial Planner since 2004, Gregg Somerville launched Somerville Investments in 2013 after decades of working at Wall Street firms (BNBs) including EF Hutton, Merrill Lynch, Oppenheimer, Alex Brown and Sons and most recently, RBC Wealth Management. Somerville Investments focuses on two areas, planning and portfolio management.

Gregg’s brother, Sean, joined Somerville Investments in 2018 after working 19 years in investment business – first as an analyst for a value-oriented hedge fund and then as a financial advisor for RBC Wealth Management and Morgan Stanley.

Happy young family having fun running on beach at sunset

OUR TEAM IS YOUR TEAM:

A bit more on Gregg Somerville:

He graduated from Cornell University with a Bachelor of Arts degree in Economics in 1983.
He hosts Moneytalk, a half hour radio show airing on 101.7FM and 1150AM Saturday Mornings at 11
He has served as Treasurer and Vice President for the board of Sanford School, a private school in Hockessin
One of Gregg’s hobbies is making music videos. He wrote and performed two songs summarizing the recent U.S. financial crisis: The Subprime Mortgage Blues and The Bailout Rap, reaching more than 60,000 YouTube views.

A bit more on Sean Somerville:

He started his investment career 19 years ago as an analyst for CBM Capital, one of the top value-oriented hedge funds on Wall Street.
He left the firm in 2009 to operate his own wealth management practice, first at RBC Wealth Management and then at Morgan Stanley.
He has a Bachelor of Arts in History from Cornell University and a Master of Science degree from Columbia University’s Graduate School of Journalism.
He worked 12 years as a journalist before his investment career, including as financial reporter at the Baltimore Sun.

Experts on your side.

Sales and administrative support are crucial in the Securities business. Realta Investment Advisors is a trusted, proven firm of professionals that has been my go-to for these functions for many years. Their diversity of experience and decades of success make expediting your transactions seamless and seemingly effortless.

DAN RHOADS

Tech Support Dan is a key part of the commission and accounting team and serves as IT Administrator, Administrator for…

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CHARLIE M. SOBEL

Supervisory Principal, Trading and Operations, The Realta Companies Charlie is the coordinator for a wide variety of operational and administrative…

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BRENDON HEALY

Managing Partner, Realta Insurance Consulting, LLC Brendon serves as Managing Partner of Realta Insurance Consulting. He started his career in…

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JOHN McNICHOL

Fixed Income Trader and Municipal Principal John has over 30 years of experience in the financial services industry. He is…

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Kevin Keefe

President Kevin Keefe serves as the CEO of Realta Wealth Companies. https://brokercheck.finra.org

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BARBARA TRIMBUR

Operations Associate Barbara Trimbur has provided operations support in the banking and brokerage industries for almost fifteen years. She handles…

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The Team:

Brokerage Services are provided by Realta Equities, Inc., an independent broker-dealer which clears transactions through First Clearing. First Clearing also serves as the custodian of your funds and securities. The resources and security offered to Somerville Investments by these entities contribute to firm and client success.

http://brokercheck.finra.org

NOTICE: Gregg Somerville and Sean Somerville are Registered Representatives of Realta Equities Inc. and Investment Advisory Representatives of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Somerville Investments. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SPIC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.