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Rey Descalso

Privada Wealth Management

549 North Wymore Road

Maitland, FL 32751
(321) 2809081

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

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

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

I can meet clients in the following ways

At your office, Via phone, At my office, At your home, Video Conference

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AAMS®, AIF®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

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

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.