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# 861820
First Heartland Consultants, Inc.
CRD# 4840087
Lpl Financial LLC
CRD# 5717300
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rise Private Wealth Advisors | Tucson, AZ | May 2020 - Current | 3 |
| David D'eredita, Sole Proprietor | Tucson, AZ | May 2019 - Current | 4 |
| Scottsdale Wealth Advisory, LLC | Paradise Valley, AZ | Jun 2019 - Apr 2020 | < 1 |
| Secure Investment Management, LLC | Tucson, AZ | Sep 2013 - Jun 2019 | 5 |
| Secure Investment Management, LLC | Tucson, AZ | Sep 2013 - Jun 2019 | 5 |
| J.d. Mellberg Financial | Tucson, AZ | May 2010 - Jun 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
- AZ
- CA
- CO
- TX
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts314ACCOUNTS
-
Average Account Value$118,261
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, 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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