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Rey + Descalso - Financial Advisor in Maitland, FL

Paladin Research Report For:

Rey Descalso

Privada Wealth Management

549 North Wymore Road
Maitland, FL 32751
321-280-9081

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
  • Individual Investors, Businesses
Advisory Services Provided
  • Estate Planning & Trusts, Investment Advice & Management, Financial Planning for Individuals, Financial Planning, Wealth Management, 401K Rollovers, Retirement Planning

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 7, Series 66
Insurance and Annuity Licenses
  • Annuity, Life, Variable Annuity, Disability, Long Term Care, 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, Hourly, Based on Assets, Flat Fee
Fee % Based on Assets
  • 1%
Additional Details on Charges
  • Client fees can only be quoted after a free initial conversation.

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1887652/paladinregistry-privada-wealth-management-detailed-disclosure

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.

BASIC INFORMATION NEEDED FOR THE INQUIRY