KG
Konstantinos Gotsis
ACCURATE WEALTH MANAGEMENT
Wesley Chapel, FL 33544
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CRD#: 2684958
KG
Professional summary
Konstantinos Gotsis, who also goes by Gus Gotsis, 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.
Konstantinos is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Konstantinos has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gus Gotsis
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) USHIPIT, LLC 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - SHIPPING CO. - PASSIVE OWNER SINCE 7/2018, NO DUTIES OR OBLIGATIONS - 0 HRS/MO - PROFITS - NO COMPENSATION TO DATE 2) ACCURATE WEALTH MANAGEMENT, LLC 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - INVESTMENT ADVISORY FIRM - ADVISOR/OWNER/PRESIDENT SINCE 9/2018 - APPROX 80 HRS/MO - FEES 3) PASSIVE REAL ESTATE INVESTMENTS - GOTSIS INVESTMENT PROPERTIES 1 THRU 7 - VARIOUS REAL ESTATE LLC's TO HOLD AND MANAGE REAL ESTATE INVESTMENTS - MEMBER SINCE 10/2013 - < 1 HR/MO - RENTAL INCOME 4) GCLA INVESTMENTS, LLC 2620 TYLERS RIVER RUN, LUTZ, FL 33559 - INSURANCE AGENT/MEMBER SINCE 1/2019 - APPROX 0 HRS/MO - COMMISSIONS 5) MEDICAL FUNDING SOLUTIONS, LLC 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - RECEIVABLE FACTORING - INVESTOR/MEMBER SINCE 8/2019 - 0 HRS/MO - 0 COMPENSATION, PROFITS PASS THROUGH TO FUNDING PARTNERS, LLC 6) FUNDING PARTNERS, LLC 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - ESTABLISHED TO INVEST IN MEDICAL FUNDING SOLUTIONS, LLC - INVESTOR/MEMBER SINCE 8/2019 - 0 HRS/MO - PROFITS 7) ACCURATE SPORTS MANAGEMENT, LLC 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - MARKETING CO. - OWNER/MEMBER SINCE 1/2019 - 0 HRS/MO - NO COMPENSATION 8) AAG CAPITAL HOLDINGS, LLC 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - ESTABLISHED FOR FUTURE BUSINESS INVESTMENT OPPORTUNITIES - MEMBER SINCE 7/2020 - 0 HRS/MO - NO COMPENSATION 9) CAPRI MARKETING, INC. 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - ENTITY FOR RESIDUAL INSURANCE COMMISSIONS - PRESIDENT SINCE 6/2003 - APPROX 1 HR/MO - COMMISSIONS 10) ACCURATE ADVISORY GROUP, INC 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - INSURANCE SERVICES - PRESIDENT/AGENT SINCE 2/2005 - APPROX 108 HRS/MO - COMMISSIONS 11) AAG CAPITAL, INC 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - INVESTEMENT RELATED BROKER-DEALER - OWNER-REGISTERED REPRESENTATIVE SINCE 1/2021 - APPROX 2 HR/MO - COMMISSIONS/DISTRIBUTIONS
CRS (Client Relationship Summary) - RIA
Click below to view Konstantinos Gotsis'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
November 8, 2018 - Present
ACCURATE WEALTH MANAGEMENT, LLC
Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544RIA
CRD#: 298137
Wesley Chapel, FL
Current
January 13, 2021 - Present
AAG CAPITAL, INC
Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544BD
CRD#: 188
Wesley Chapel, FL
Past
May 29, 2019 - May 28, 2021
INTERNATIONAL ASSETS ADVISORY, LLC
BD
CRD#: 10645
WESLEY CHAPEL, FL
Past
March 16, 2018 - March 2, 2020
TRUADVICE LLC
RIA
CRD#: 292482
WESLEY CHAPEL, FL
Past
February 10, 2015 - May 11, 2015
ACCURATE WEALTH MANAGEMENT, LLC
RIA
CRD#: 172966
WEST CHAPPEL, FL
Past
August 9, 2013 - March 29, 2018
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
WESLEY CHAPEL, FL
Past
February 10, 2009 - March 29, 2018
G.F. INVESTMENT SERVICES, LLC
BD
CRD#: 132939
WESLEY CHAPEL, FL
Past
June 13, 2006 - December 2, 2008
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
ZEPHYRHILLS, FL
Past
October 6, 2005 - April 6, 2006
LINCOLN INVESTMENT
BD
CRD#: 519
FORT WASHINGTON, PA
Past
October 13, 2003 - October 15, 2004
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
TAMPA, FL
Past
September 25, 2002 - October 27, 2003
HIGH MARK SECURITIES, INC.
BD
CRD#: 42467
LAKELAND, FL
Past
August 28, 2000 - December 12, 2001
PLANMEMBER SECURITIES CORPORATION
BD
CRD#: 11869
CARPINTERIA, CA
Past
January 12, 2000 - September 5, 2000
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
AUSTIN, TX
Past
October 29, 1999 - January 21, 2000
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
KNOXVILLE, TN
Past
March 26, 1998 - November 4, 1999
PLANMEMBER SECURITIES CORPORATION
BD
CRD#: 11869
CARPINTERIA, CA
Past
January 9, 1996 - September 30, 1996
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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
Alabama(7/19/2021)
RR
Arizona(9/8/2022)
RR
California(9/24/2021)
RR
Colorado(9/24/2021)
RR
Connecticut(9/24/2021)
RR
District of Columbia(9/24/2021)
IAR
Florida(11/8/2018)
RR
Florida(4/20/2021)
RR
Georgia(9/24/2021)
RR
Illinois(1/18/2022)
RR
Indiana(11/27/2023)
RR
Louisiana(9/24/2021)
RR
Massachusetts(1/28/2022)
RR
Mississippi(9/24/2021)
RR
New Jersey(7/20/2021)
RR
New York(9/24/2021)
RR
North Carolina(9/24/2021)
RR
North Dakota(2/21/2024)
RR
Ohio(6/21/2022)
RR
Pennsylvania(9/24/2021)
RR
South Carolina(1/20/2022)
RR
Tennessee(9/24/2021)
RR
Texas(9/24/2021)
RR
Virginia(9/24/2021)
RR
Wisconsin(9/24/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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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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