David D'Eredita
CRD Number: 6238859Current Firm: Rise Private Wealth Advisors
Compensation Model: Fee Only
David D'Eredita (CRD# 6238859) is the Founder and an Investment Advisor at Rise Private Wealth Advisors, LLC in Tucson, AZ and has over 10 years of experience in the finance industry. Including experience as Portfolio Manager of an RIA and multiple Mutual Funds.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rise Private Wealth Advisors | Tucson, AZ | Apr 2020 - Current | < 1 |
| Scottsdale Wealth Advisory | Scottsdale, AZ | May 2019 - Apr 2020 | < 1 |
| Secure Investment Management / JD Mellberg Financial | Tucson, AZ | May 2010 - May 2019 | 9 |
| University Of Nebraska | Lincoln, NE | Aug 2005 - Dec 2009 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
- AZ
- CA
- TX
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts104ACCOUNTS
-
Average Account Value$95,271
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, TX
Advisory services are offered through Rise Private Wealth Advisors LLC, a Registered Investment Advisor in the States of Arizona, California, and Texas. Insurance products and services are offered through Independent Agents. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.
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