GG
Gregg A. Guinta
ACCURATE WEALTH MANAGEMENT
Aventura, FL
Some features on this profile are disabled
CRD#: 3187502
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Professional summary
Gregg Arthur Guinta, who also goes by Gregg Arthur Guinta, Gregg A. Guinta, Gregg Guinta, is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in Aventura, Florida and AAG CAPITAL, INC located in Wesley Chapel, Florida.
Gregg is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Gregg has worked at 8 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7, Series 24, Series 9 and Series 10 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregg Arthur Guinta | Gregg A. Guinta | Gregg Guinta
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) 03/2017 - Present. Miami Deluxe Real Estate PA. 1 hour per month as a Broker/Owner 2) 02/2019 - Present. Accurate Advisory Group/General Agent - Commissions related to insurance sales approx. 2 hours per month some during trading hours. CEO Accurate Wealth Management, LLC, registered investment advisor; approx. 50 hrs/month; Wesley Chapel, Florida. 3) 07/25/2020 - Present; AAG Capital Inc.; Registered Representative 4) 06/2019- Present. Gregg Guinta; not investment related; 2211 Ashley Oaks Circle, Wesley Chapel, Florida; Insurance agent Producer; 5 hours per month
CRS (Client Relationship Summary) - RIA
Click below to view Gregg Arthur Guinta'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
July 12, 2019 - Present
ACCURATE WEALTH MANAGEMENT, LLC
RIA
CRD#: 298137
Aventura, FL
Current
July 25, 2020 - Present
AAG CAPITAL, INC
Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544BD
CRD#: 188
Wesley Chapel, FL
Past
April 29, 2019 - July 16, 2019
INTERVEST INTERNATIONAL, INC.
RIA
CRD#: 111516
Aventura, FL
Past
March 25, 2010 - November 18, 2016
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
SARASOTA, FL
Past
October 10, 2007 - November 26, 2010
CHESTNUT HILL FINANCIAL GROUP LLC
RIA
CRD#: 144411
BRADENTON, FL
Past
February 16, 2006 - April 25, 2007
GUNNALLEN FINANCIAL, INC
RIA
CRD#: 17609
SARASOTA, FL
Past
February 8, 2006 - April 25, 2007
GUNNALLEN FINANCIAL, INC
BD
CRD#: 17609
SARASOTA, FL
Past
July 9, 2001 - February 6, 2006
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Past
May 11, 1999 - July 10, 2001
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
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
Alaska(8/4/2022)
RR
Arizona(3/31/2022)
RR
Arkansas(8/9/2022)
RR
California(4/27/2021)
RR
Colorado(4/28/2021)
RR
Connecticut(7/27/2020)
RR
District of Columbia(9/22/2021)
IAR
Florida(7/12/2019)
RR
Florida(4/20/2021)
RR
Georgia(6/1/2021)
RR
Illinois(1/18/2022)
RR
Indiana(9/29/2022)
RR
Maine(2/27/2023)
RR
Massachusetts(1/28/2022)
RR
Minnesota(7/19/2022)
RR
Missouri(8/1/2024)
RR
Nebraska(8/4/2022)
RR
Nevada(5/17/2022)
RR
New Hampshire(3/16/2024)
RR
New Jersey(7/20/2021)
RR
New Mexico(7/11/2022)
RR
New York(9/16/2021)
RR
North Carolina(5/6/2021)
RR
Ohio(6/21/2022)
RR
Pennsylvania(6/14/2021)
RR
Puerto Rico(6/7/2022)
RR
South Carolina(12/17/2021)
RR
Tennessee(7/22/2021)
IAR
Texas(5/19/2020)
RR
Texas(5/24/2021)
RR
Utah(7/20/2022)
RR
Vermont(6/9/2023)
RR
Virginia(5/12/2021)
RR
Washington(10/25/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/25/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory 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.
