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Rey Descalso
Privada Wealth Management

Tel: (321) 280-9081
549 North Wymore Road
Maitland, FL 32751

The Client Comes First

Privada Wealth Management | Financial Advisor in Maitland ,FL

https://www.privadawealth.com/indicators :

About Privada Wealth Management

At Privada Wealth Management, our mission is to help our clients reach their financial goals. This overarching mission informs everything we do.


General Information

Firm Start Year:   2010
No.of Employees:   5-9
Insurance License#:   E177586
Number of Years with Current Firm:   10
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via phone, At my office, At your home, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Variable Annuity, Long Term Care, Annuity, Disability, Variable Life


Firm Information

Advisor's Number of Clients:   75
Advisor's Number of Managed Clients:   75
Advisor's Number of Planning Clients:   75
Assets Managed by Advisor:   $65000000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Hourly, Based on Assets, Flat Fee, Commissions
Fee % Based on Assets:   1%
Additional Details on Charges:   Client fees can only be quoted after a free initial conversation.



Disclosures

Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Privada Wealth Management and JWC/JWCA are unaffiliated entities. Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Privada Wealth Management are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed in order to assure our compliance with this regulation.


Disclaimer

Privada Wealth Management and JW Cole Financial, Inc. are unaffiliated entities. Advisory services through J.W. Cole Advisors, Inc. Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPC The WiserAdvisor Program is a directory of investment professionals. WiserAdvisor is unaffiliated with Privada Wealth Management and J.W. Cole Advisors, LLC.

Rey Descalso

Rey Descalso

AAMS®, AIF®

In May of 2010, Rey Descalso left a large wirehouse to create a firm that would help his clients without call centers, proprietary products or the legacy liabilities of large Wall Street firms.

He feels his experience in 2008 was a defining moment that guides him to this day: As an industry, we were not well-prepared for the credit crisis on many levels. We did not have appropriate risk management in place for the needs of many clients. This went beyond the pure numbers and drawdowns. We were not well-equipped to handle the emotional hardship many clients faced when everyone thought the financial world was crashing down around them. So, educating clients about risk management has become one of my most important priorities.

Mr. Descalso has lived in the Central Florida area for most his life and attended Forest Lake Academy in Apopka. He received a Bachelors Degree in Theology at Southern Adventist University in 1997 and a Master of Divinity Degree from Andrews Theological Seminary in 1999. He and Rebecca, his wife of over 20 years, have a mischievous daughter, Olivia. All three of them enjoy Disney cruises and time at the beach.

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