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Rey Descalso

Privada Wealth Management

549 North Wymore Road

Maitland, FL 32751

321-280-9081

The Client Comes First

About Privada Wealth Management

At Privada Wealth Management, our mission is to help our clients reach their financial goals. This overarching mission informs everything we do.

General Information

Firm Start Year

2010

No.of Employees

5-9

CRD#

4906080

Firm CRD#

124583

Insurance License#

E177586

Years of Experience in Financial Services

15

Number of Years with Current Firm

10

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Retirement Planning

Services

Investment Types

Exchange Traded Funds (ETFs), Annuities, Insurance, Alternative Investments, Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Your Office, Via Phone, Video Conference, Our Office

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AAMS®, AIF®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Disability, Life, Long Term Care, Variable Annuity, Variable Life, Annuity

Firm Information

Advisor's Number of Clients

75

Advisor's Number of Managed Clients

75

Advisor's Number of Planning Clients

75

Assets Managed by Advisor

$65000000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Commissions

Fee % Based on Assets

1%

Additional Details on Charges

Client fees can only be quoted after a free initial conversation.

Disclosures

Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Privada Wealth Management and JWC/JWCA are unaffiliated entities. Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Privada Wealth Management are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed in order to assure our compliance with this regulation.

Disclaimer

Privada Wealth Management and JW Cole Financial, Inc. are unaffiliated entities. Advisory services through J.W. Cole Advisors, Inc. Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPC The WiserAdvisor Program is a directory of investment professionals. WiserAdvisor is unaffiliated with Privada Wealth Management and J.W. Cole Advisors, LLC.