EB
Elizabeth C. Bertelsen
ACCURATE WEALTH MANAGEMENT
SARASOTA, FL 34239
Some features on this profile are disabled
CRD#: 2253105
EB
Professional summary
Elizabeth C Bertelsen, who also goes by Elizabeth Cameron Bertelsen, is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in Sarasota, Florida and AAG CAPITAL, INC located in Sarasota, Florida.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Elizabeth has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Cameron Bertelsen
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.
(1)OWNER/ARTIST - NON-INVESTMENT RELATED - SELL FUSED GLASS, PAINTINGS, AND JEWELRY TO SMALL BOUTIQUES, ON EBAY, ON ETSY, AND POTENTIALLY TO ART WHOLESALERS START DATE - 2007, APPROX 25 HOURS PER MONTH - O HOURS DURING SECURITIES TRADING HOURS 2) BERTELSEN ASSET MANAGEMENT, LLC - ESTABLISHED 7/10/2013. SELLING OF INSURANCE FIXED ANNUITIES.COMPENSATION IS FROM RENEWAL FEES, TRAILS AND COMMISSIONS. INSURANCE LICENSING START DATE O 2/24/2003. - SEMINARS, MARKETING AND INSURANCE SALESOF LIFE AND FIXED ANNUITIES - INVESTMENT-RELATED - SPEND 10 HOURS PER WEEKS 3) ACCURATE WEALTH MANAGEMENT; INVESTMENT RELATED; 2211 ASHLEY OAKS CIR, WESLEY CHAPEL, FL 33544; INSURANCE AGENT; ADVISOR; ADVISOR; 07/2019; 180 HOURS; 5 HOURS; INSURANCE ANNUITY PRODUCTS, PROVIDE INVESTMENT ADVICE AND FINANCIAL PLANNING SERVICES 4) VIATICAL INSURANCE / Self-Appoint as a Viatical Settlement Broker in Florida - Likely for 1 single case with Abacus / 783 S ORANGE AVE, STE. 205 SARASOTA FLORIDA 34236 / Self-Appoint as a Viatical Settlement Broker in Florida / COMMISION FROM ABACUS / Agent / February 24, 2025 / 4 hours per month / 4 hours per month during trading hours / Agent of Record.
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth C Bertelsen'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
September 4, 2019 - Present
ACCURATE WEALTH MANAGEMENT, LLC
Office #1: 783 S. Orange Ave. 205, Sarasota, FL, 34239RIA
CRD#: 298137
SARASOTA, FL
Current
May 19, 2021 - Present
AAG CAPITAL, INC
Office #1: 783 S Orange Avenue Suite 205, Sarasota, FL 33165BD
CRD#: 188
Sarasota, FL
Past
April 22, 2019 - September 4, 2019
INTERVEST INTERNATIONAL, INC.
RIA
CRD#: 111516
Sarasota, FL
Past
April 22, 2019 - September 4, 2019
INTERVEST INTERNATIONAL EQUITIES CORPORATION
BD
CRD#: 20289
Sarasota, FL
Past
June 14, 2013 - April 23, 2019
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
SARASOTA, FL
Past
June 14, 2013 - April 17, 2019
G.F. INVESTMENT SERVICES, LLC
BD
CRD#: 132939
Sarasota, FL
Past
January 16, 2009 - June 18, 2013
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
SARASOTA, FL
Past
December 19, 2008 - June 18, 2013
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
SARASOTA, FL
Past
February 21, 2006 - December 23, 2008
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
SARASOTA, FL
Past
February 21, 2006 - December 23, 2008
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
SARASOTA, FL
Past
June 25, 1999 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
RIA
CRD#: 6555
SARASOTA, FL
Past
June 25, 1999 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Past
March 3, 1994 - July 17, 1999
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. PETERSBURG, FL
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Florida(9/4/2019)
RR
Florida(5/19/2021)
IAR
South Carolina(8/24/2023)
RR
South Carolina(10/24/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
