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RD

Reinaldo Delrios

FAMILY WEALTH MANAGEMENT
Honolulu, HI 96813
Some features on this profile are disabled
CRD#: 2966739
RD

Professional summary

Reinaldo Delrios, who also goes by Rey Delrios, is a registered financial advisor currently at FAMILY WEALTH MANAGEMENT, LLC located in Honolulu, Hawaii.

Reinaldo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Reinaldo has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rey Delrios

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reinaldo Delrios's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 2, 2015 - Present

FAMILY WEALTH MANAGEMENT, LLC

Office #1: 733 Bishop St Suite 1875, Honolulu, HI 96813
RIA
CRD#: 172890
Honolulu, HI
Past

July 8, 1998 - July 20, 2001

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

February 9, 1998 - July 8, 1998

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

February 9, 1998 - July 8, 1998

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Hawaii
(1/2/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/8/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/11/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/6/1998
General Securities Representative Examination

Current Firm

FW
FAMILY WEALTH MANAGEMENT, LLC
DEL RIOS, REY | FAMILY WEALTH MANAGEMENT, LLC

CRD#: 172890 / SEC#:

Hawaii
Registered Investment Advisory firm - (1/2/2015 Approved)
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Contact information

Main Address
733 Bishop St Suite 1875, Honolulu, HI 96813
Mailing Address
Phone number
(808) 596-4102
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FAMILY WEALTH MANAGEMENT, LLC

CRD#: 172890Honolulu, HI 96813

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