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David Taylor D'eredita

Rise Private Wealth Advisors

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About David Taylor D'eredita

David D'eredita is an investment advisor representative at Rise Private Wealth Advisors, located in TUCSON, AZ. David D'eredita has been in the financial industry since 2010. David D'eredita is registered with the state of Arizona, California, Colorado and Texas. David D'eredita holds a Series 65 license and is affiliated with one firm.

Firm Information

David D'eredita is currently registered with Rise Private Wealth Advisors. Rise Private Wealth Advisors is a financial advisory firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm has approximately $50.7 million in regulatory assets under management and serves a total of 308 clients.

$50.68M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David D'eredita’s Registration & Firm History

AZ

07/14/2020 - Present

Rise Private Wealth Advisors (TUCSON AZ)

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Licenses & Designations

IA

Issued 08/26/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Taylor D'eredita.
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