David D'Eredita, financial advisor Tucson AZ

David D'Eredita

CRD Number: 6238859
Current 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.

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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
Contact Info for David T. D'Eredita
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $95,271
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Firm Disclaimer:

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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