David D'EreditaCRD 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.
Ubs Financial Services Inc.
Lpl Financial LLC
|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|
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.
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.