Steven Hartman
Privada Wealth Management
549 North Wymore Road
Suite 208
Maitland, FL 32751
3212809081
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.
See Disclosures
General Information
Firm Start Year
2010
No. of Employees
5-9
CRD#
1965828
Firm CRD#
124583
Insurance License#
E177586
Years of Experience in Financial Services
32
Number of Years with Current Firm
8
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Wealth Management, Financial Planning for Individuals, 401K Rollovers, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Retirement Planning
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
AAMS®, AIF®
Securities Licenses
Series 66, Series 7
Insurance and Annuity Licenses
Long Term Care, Variable Life, Variable Annuity, Disability, Annuity, Life
Firm Information
Advisor's Number of Clients
92
Advisor's Number of Managed Clients
80
Advisor's Number of Planning Clients
75
Assets Managed by Advisor
$120,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets, Hourly, Flat Fee, Commissions
Fee % Based on Assets
1%
Additional Details on Charges
Client fees can only be quoted after a free initial conversation.
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
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.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1887652/rothira-Privada-Wealth-Management-detailed-disclosure.html
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.