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Robert Vincenzo Leone

ACCURATE WEALTH MANAGEMENT

WESLEY CHAPEL, FL

·CRD# 2530906·31 years experience

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...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Roberto Vincenzo Leone

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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.

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Years of Experience

31 years in the financial services industry

Current & Past Employments

ACCURATE WEALTH MANAGEMENT, LLC·CRD# 298137

RIA

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544

October 5, 2022 - Present

AAG CAPITAL, INC·CRD# 188

BD

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544

August 3, 2022 - Present

G.F. INVESTMENT SERVICES, LLC·CRD# 132939

BD

Wesley Chapel, FL

October 16, 2009 - July 27, 2010

LINCOLN INVESTMENT·CRD# 519

BD

Fort Washington, PA

October 25, 2005 - April 6, 2006

PLANMEMBER SECURITIES CORPORATION·CRD# 11869

BD

Carpinteria, CA

June 23, 2005 - October 26, 2005

HIGH MARK SECURITIES, INC.·CRD# 42467

BD

Lakeland, FL

October 30, 2002 - August 14, 2003

PLANMEMBER SECURITIES CORPORATION·CRD# 11869

BD

Carpinteria, CA

August 28, 2000 - December 31, 2001

KESTRA INVESTMENT SERVICES, LLC·CRD# 42046

BD

Austin, TX

February 23, 2000 - September 5, 2000

USALLIANZ SECURITIES, INC.·CRD# 40875

BD

Minneapolis, MN

June 4, 1999 - March 16, 2000

PLANMEMBER SECURITIES CORPORATION·CRD# 11869

BD

Carpinteria, CA

May 21, 1998 - January 22, 1999

PRUCO SECURITIES, LLC.·CRD# 5685

BD

Newark, NJ

December 20, 1995 - December 12, 1997

CHATFIELD DEAN & CO., INC.·CRD# 14714

BD

Greenwood Village, CO

January 26, 1995 - March 8, 1995

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Current Firm

AW

ACCURATE WEALTH MANAGEMENT, LLC

CRD#: 298137 / SEC#: 801-117600

RIA

Registered Investment Advisory firm - SEC (11/6/2019 Approved)

Florida

Registered Investment Advisory firm - Florida (11/12/2019 Terminated)

New Jersey

Registered Investment Advisory firm - New Jersey (11/30/2019 Terminated)

Tennessee

Registered Investment Advisory firm - Tennessee (11/13/2019 Terminated)

Texas

Registered Investment Advisory firm - Texas (11/12/2019 Terminated)

Wisconsin

Registered Investment Advisory firm - Wisconsin (11/12/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544

Phone Number

(813) 994-0984

# of Employees

47

SEC notice filing (41 States and Territories)

Registered to provide investment advisory services in 41 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (7/16/2026)

WRAP FEE BROCHURE (3/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,612

AUM (Assets Under Management)

$1,710,313,446

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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.

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

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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

CRD#: 298137 / SEC#: 801-117600

RIA

Registered Investment Advisory firm - SEC (11/6/2019 Approved)

Florida

Registered Investment Advisory firm - Florida (11/12/2019 Terminated)

New Jersey

Registered Investment Advisory firm - New Jersey (11/30/2019 Terminated)

Tennessee

Registered Investment Advisory firm - Tennessee (11/13/2019 Terminated)

Texas

Registered Investment Advisory firm - Texas (11/12/2019 Terminated)

Wisconsin

Registered Investment Advisory firm - Wisconsin (11/12/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

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

Virginia
(5/4/2026)

RR

Wisconsin
(1/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.