RL
Robert V. Leone
ACCURATE WEALTH MANAGEMENT
Wesley Chapel, FL 33544
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CRD#: 2530906
RL
Professional summary
Robert Vincenzo Leone, who also goes by Roberto VIncenzo Leone, is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in Wesley Chapel, Florida and AAG CAPITAL, INC located in Wesley Chapel, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Robert has worked at 10 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Roberto Vincenzo Leone
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.
SELF EMPLOYED INSURANCE SALES; ACCURATE HEALTH & FINANCIAL SERVICES, INC. 10229 QUAILS LANDING AVE, TAMPA, FL; START 1995; 60HR/MO; 5HRS DURING TRADING, NON INVESTMENT RELATED; ACCURATE ADVISORY GROUP, INSURANCE BROKER, OWNER, 40 HRS/WK, 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL FL. FUNDING PARTNERS, LLC, MANAGING MEMBER, MEDICAL RECEIVABLES FACTORING, WESLEY CHAPEL, FL, 1 HR/MO. MEDICAL FUNDING SOLUTIONS, LLC, MANAGING MEMBER, MEDICAL RECEIVABLES FACTORING, WESLEY CHAPEL, FL, 1 HR/MO. SURG-ASSIST MEDICAL COLLECTIONS SPV 1, LLC, OWNER, MEDICAL RECEIVABLES FACTORING, WESLEY CHAPEL FL, 1 HR/MO.; ACCURATE WEALTH MANAGEMENT, WESLEY CHAPEL FL, 10-20 HRS/MONTH, INVESTMENT ADVISOR REPRESENTATIVE, INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Robert Vincenzo Leone'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
October 5, 2022 - Present
ACCURATE WEALTH MANAGEMENT, LLC
Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544RIA
CRD#: 298137
Wesley Chapel, FL
Current
August 3, 2022 - Present
AAG CAPITAL, INC
Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544BD
CRD#: 188
Wesley Chapel, FL
Past
October 16, 2009 - July 27, 2010
G.F. INVESTMENT SERVICES, LLC
BD
CRD#: 132939
WESLEY CHAPEL, FL
Past
October 25, 2005 - April 6, 2006
LINCOLN INVESTMENT
BD
CRD#: 519
FORT WASHINGTON, PA
Past
June 23, 2005 - October 26, 2005
PLANMEMBER SECURITIES CORPORATION
BD
CRD#: 11869
CARPINTERIA, CA
Past
October 30, 2002 - August 14, 2003
HIGH MARK SECURITIES, INC.
BD
CRD#: 42467
LAKELAND, FL
Past
August 28, 2000 - December 31, 2001
PLANMEMBER SECURITIES CORPORATION
BD
CRD#: 11869
CARPINTERIA, CA
Past
February 23, 2000 - September 5, 2000
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
AUSTIN, TX
Past
June 4, 1999 - March 16, 2000
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
MINNEAPOLIS, MN
Past
May 21, 1998 - January 22, 1999
PLANMEMBER SECURITIES CORPORATION
BD
CRD#: 11869
CARPINTERIA, CA
Past
December 20, 1995 - December 12, 1997
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
January 26, 1995 - March 8, 1995
CHATFIELD DEAN & CO., INC.
BD
CRD#: 14714
GREENWOOD VILLAGE, CO
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
RR
Florida(8/3/2022)
IAR
Florida(10/25/2022)
RR
New York(9/8/2022)
IAR
New York(10/5/2022)
RR
Texas(7/25/2023)
RR
Wisconsin(1/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/3/2022
General Securities Representative ExaminationGeneral 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
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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
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
ACCURATE WEALTH MANAGEMENT, LLC
CRD#: 298137Wesley Chapel, FL 33544TRUST BUT VERIFY
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