George T. Macallister
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
George T. Macallister, who also goes by George Thomas Macallister, was a registered financial professional .
George is a previously registered financial professional and started their career in finance in 1981. George had 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
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 10, 2024 - April 29, 2026
ACCURATE WEALTH MANAGEMENT, LLC
November 13, 2023 - June 26, 2024
AAG CAPITAL, INC
December 8, 2008 - December 31, 2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
February 17, 2004 - November 26, 2008
LINCOLN FINANCIAL DISTRIBUTORS, INC.
September 8, 1997 - February 3, 2004
COREBRIDGE CAPITAL SERVICES, INC.
March 22, 1993 - April 11, 1997
BOSTON CAPITAL SECURITIES, INC.
June 4, 1991 - July 9, 1992
MICHEL SECURITIES, LTD.
February 22, 1991 - May 14, 1991
MARCH SECURITIES CORPORATION
January 24, 1986 - December 14, 1990
KAVANAUGH SECURITIES, INC.
January 11, 1985 - January 31, 1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 5, 1982 - December 5, 1984
LEHMAN BROTHERS INC.
July 29, 1981 - May 17, 1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
ACCURATE WEALTH MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 22TO
Date: 12/22/2023
Direct Participation Programs Representative ExaminationSeries 6TO
Date: 11/11/2023
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
ACCURATE WEALTH MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
Contact information
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
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.
