James E. Hutchby

ACCURATE WEALTH MANAGEMENT

Wesley Chapel, FL 33544

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CRD#: 2573815

Professional summary

James Eric Hutchby, who also goes by James E Hutchby, is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in Wesley Chapel, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in Mooresville, North Carolina.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. James has worked at 15 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James E Hutchby

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Eric Hutchby's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 14, 2026 - Present

ACCURATE WEALTH MANAGEMENT, LLC

Office #1: 248 Singleton Road Unit 37, Wesley Chapel, FL 33544

RIA

CRD#: 298137

Wesley Chapel, FL

Current

January 3, 2011 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 248 Singleton Rd Unit 37, Mooresville, NC 28117

CRD#: 35747

Mooresville, NC

Past

February 13, 2023 - April 21, 2026

CHOREO, LLC

RIA

CRD#: 111221

Charlotte, NC

Past

November 23, 2020 - February 9, 2023

GREERWALKER WEALTH LLC

RIA

CRD#: 118154

CHARLOTTE, NC

Past

April 16, 2009 - January 4, 2011

CAPITAL GUARDIAN, LLC

CRD#: 137919

MOORESVILLE, NC

Past

March 10, 2008 - December 31, 2008

SYNERGY INVESTMENT GROUP, LLC

CRD#: 46035

MOORESVILLE, NC

Past

September 15, 2006 - December 31, 2007

TCA FINANCIAL GROUP, LLC

CRD#: 131275

MOORESVILLE, NC

Past

July 21, 2006 - December 31, 2020

TRAVERSE WEALTH

RIA

CRD#: 138003

MOORESVILLE, NC

Past

January 19, 2006 - September 21, 2006

NEWCOMB AND COMPANY

CRD#: 16851

HANCOCK, NH

Past

January 23, 2004 - January 19, 2006

CETERA ADVISORS LLC

RIA

CRD#: 10299

MOORESVILLE, NC

Past

January 1, 2004 - January 19, 2006

CETERA ADVISORS LLC

CRD#: 10299

MOORESVILLE, NC

Past

September 8, 2003 - September 29, 2003

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

MOORESVILLE, NC

Past

September 8, 2003 - September 29, 2003

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

December 31, 2001 - January 23, 2004

IFG ADVISORY SERVICES INC

RIA

CRD#: 105316

MOORESVILLE, NC

Past

January 27, 2000 - January 1, 2004

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

October 30, 1998 - February 7, 2000

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

March 29, 1995 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

March 29, 1995 - December 9, 1998

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

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".

ACCURATE WEALTH 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)

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.

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

California
(1/3/2011)

Florida
(1/2/2019)

Georgia
(1/3/2011)

North Carolina
(2/5/2013)

IAR

North Carolina
(4/14/2026)

South Carolina
(1/3/2011)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/4/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/23/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/28/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/5/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ACCURATE WEALTH 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)

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

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/26/2025)

WRAP FEE BROCHURE (3/26/2025)

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.

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Advisor Monitoring

Firm Stability Insights

James E. Hutchby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Eric Hutchby's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACCURATE WEALTH MANAGEMENT, LLC

PURSHE KAPLAN STERLING INVESTMENTS

CHOREO, LLC

GREERWALKER WEALTH LLC

CAPITAL GUARDIAN, LLC

SYNERGY INVESTMENT GROUP, LLC

TCA FINANCIAL GROUP, LLC

TRAVERSE WEALTH

NEWCOMB AND COMPANY

CETERA ADVISORS LLC

CETERA ADVISORS LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

IFG ADVISORY SERVICES INC

IFG NETWORK SECURITIES, INC.

GROVE POINT INVESTMENTS, LLC

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

ACCURATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/4/2000

Series 63

Date: 2/23/1995

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/22/2000

Series 6

Date: 3/28/1995

Series 24

Date: 1/5/2005

FINRA

Current Firm

ACCURATE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCURATE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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