GM
George T. Macallister
ACCURATE WEALTH MANAGEMENT
Tampa, FL 33618
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CRD#: 1000859
GM
Professional summary
George T. Macallister, who also goes by George Thomas Macallister, is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in Tampa, Florida.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. George has worked at 11 firms and has passed the Series 65, Series 63, Series 22TO, Series 6TO, SIE, Series 3, Series 7 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
George Thomas Macallister
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.
CRS (Client Relationship Summary) - RIA
Click below to view George T. Macallister'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®
NoneExperience
Current
June 10, 2024 - Present
ACCURATE WEALTH MANAGEMENT, LLC
Office #1: 13915 Carrollwood Village Run, Tampa, FL 33618RIA
CRD#: 298137
Tampa, FL
Past
November 13, 2023 - June 26, 2024
AAG CAPITAL, INC
BD
CRD#: 188
Tampa, FL
Past
December 8, 2008 - December 31, 2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 5496
BOSTON, MA
Past
February 17, 2004 - November 26, 2008
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
PLYMOUTH, MA
Past
September 8, 1997 - February 3, 2004
COREBRIDGE CAPITAL SERVICES, INC.
BD
CRD#: 13158
JERSEY CITY, NJ
Past
March 22, 1993 - April 11, 1997
BOSTON CAPITAL SECURITIES, INC.
BD
CRD#: 14611
BOSTON, MA
Past
June 4, 1991 - July 9, 1992
MICHEL SECURITIES, LTD.
BD
CRD#: 17573
BOSTON, MA
Past
February 22, 1991 - May 14, 1991
MARCH SECURITIES CORPORATION
BD
CRD#: 14037
Past
January 24, 1986 - December 14, 1990
KAVANAUGH SECURITIES, INC.
BD
CRD#: 10606
DALLAS, TX
Past
January 11, 1985 - January 31, 1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
Past
May 5, 1982 - December 5, 1984
LEHMAN BROTHERS INC.
BD
CRD#: 7506
Past
July 29, 1981 - May 17, 1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)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
Florida(6/10/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 22TO
Date: 12/22/2023
Direct Participation Programs Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 11/11/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Mailing Address
Phone number
(813) 994-0984
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,363 |
| AUM (Assets Under Management) | $ 1,148,887,091 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ACCURATE WEALTH MANAGEMENT, LLC
CRD#: 298137Tampa, FL 33618TRUST BUT VERIFY
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