Federico Daniel Rey
Professional Summary
Federico Daniel Rey was a registered financial advisor. Federico was a previously registered financial professional and started their career in finance 2022 - 2025. Federico had worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
MICHELLE OGDEN & COMPANY, LLC | WAKEFUL | OGDEN WEALTH, LLC | OAKS VALLEY FINANCIAL SERVICES, LLC
Contact Information
Main Address
1200 Brickell Ave. Suite 1700b, Miami, FL 33131Phone Number
(305) 582-3796# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
320AUM (Assets Under Management)
$54,700,000Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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