MF
Meredith B. Freeman
ACCURATE WEALTH MANAGEMENT
Wesley Chapel, FL 33544
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CRD#: 4418577
MF
Professional summary
Meredith Baker Freeman III, who also goes by Meredith Baker Freeman, 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.
Meredith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Meredith has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 55, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Meredith Baker Freeman
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)MF FINANCIAL LLC POSITION: Owner/Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/20/2018 ADDRESS: 1511 N Westshore Blvd, Suite 1100, Tampa FL 33607, United States DESCRIPTION: LLC 2)Accurate Advisory Group POSITION: Investment Adviser Representative conducting securities, investment advisory and insurance under this business name. NATURE: insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/26/2023 ADDRESS: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 United States DESCRIPTION: Sales and marketing of securities, investment advisory and insurance under this business name. 3)Accurate Advisory Group POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/26/2023 ADDRESS: 2211 Ashley Oaks Circle, Wesley Chapel, FL, United States DESCRIPTION: Insurance Broker Fixed Insurance
CRS (Client Relationship Summary) - RIA
Click below to view Meredith Baker Freeman III'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 2, 2023 - Present
ACCURATE WEALTH MANAGEMENT, LLC
Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544RIA
CRD#: 298137
Wesley Chapel, FL
Current
October 27, 2023 - Present
AAG CAPITAL, INC
Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544BD
CRD#: 188
Wesley Chapel, FL
Past
November 2, 2018 - November 1, 2023
OSAIC WEALTH, INC.
RIA
CRD#: 23131
TAMPA, FL
Past
November 2, 2018 - November 1, 2023
OSAIC WEALTH, INC.
BD
CRD#: 23131
TAMPA, FL
Past
July 30, 2018 - November 2, 2018
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
TAMPA, FL
Past
May 24, 2017 - December 31, 2017
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
TAMPA, FL
Past
May 12, 2017 - November 2, 2018
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
TAMPA, FL
Past
January 8, 2016 - May 18, 2017
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
TAMPA, FL
Past
December 5, 2011 - April 24, 2012
AGILE PT GROUP LLC
BD
CRD#: 155177
NEW YORK, NY
Past
July 11, 2011 - November 30, 2011
CHIMERA SECURITIES, LLC
BD
CRD#: 147566
NEW YORK, NY
Past
March 4, 2009 - February 1, 2011
KERN, SUSLOW SECURITIES, INC.
BD
CRD#: 24755
NEW YORK, NY
Past
January 17, 2003 - June 13, 2007
THE BENCHMARK COMPANY, LLC
BD
CRD#: 22982
NEW YORK, NY
Past
November 13, 2001 - June 27, 2002
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
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(10/30/2023)
IAR
Florida(11/2/2023)
RR
Georgia(10/30/2023)
RR
North Carolina(11/6/2023)
IAR
North Carolina(1/3/2024)
RR
Virginia(2/26/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/31/2003
Limited Representative-Equity Trader ExamPrincipal/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.
Company Information
ACCURATE WEALTH MANAGEMENT, LLC
CRD#: 298137Wesley Chapel, FL 33544TRUST BUT VERIFY
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