Meredith B. Freeman

ACCURATE WEALTH MANAGEMENT

Sarasota, FL 34240

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CRD#: 4418577

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 Sarasota, Florida and AAG CAPITAL, INC located in Sarasota, 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meredith Baker Freeman III'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

November 2, 2023 - Present

ACCURATE WEALTH MANAGEMENT, LLC

Office #1: 5577 Broadcast Ct., Sarasota, FL 34240

RIA

CRD#: 298137

Sarasota, FL

Current

October 27, 2023 - Present

AAG CAPITAL, INC

Office #1: 5577 Broadcast Ct., Sarasota, FL 34240

CRD#: 188

Sarasota, 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.

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.

CRD#: 468

TAMPA, FL

Past

January 8, 2016 - May 18, 2017

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

TAMPA, FL

Past

December 5, 2011 - April 24, 2012

AGILE PT GROUP LLC

CRD#: 155177

NEW YORK, NY

Past

July 11, 2011 - November 30, 2011

CHIMERA SECURITIES, LLC

CRD#: 147566

NEW YORK, NY

Past

March 4, 2009 - February 1, 2011

KERN, SUSLOW SECURITIES, INC.

CRD#: 24755

NEW YORK, NY

Past

January 17, 2003 - June 13, 2007

THE BENCHMARK COMPANY, LLC

CRD#: 22982

NEW YORK, NY

Past

November 13, 2001 - June 27, 2002

J.P. MORGAN SECURITIES LLC

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".

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

Florida
(10/30/2023)

IAR

Florida
(11/2/2023)

Georgia
(10/30/2023)

North Carolina
(11/6/2023)

IAR

North Carolina
(1/3/2024)

Virginia
(2/26/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/20/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/13/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/4/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/8/2016

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 55

Date: 3/31/2003

Limited Representative-Equity Trader Exam

Principal/Supervisory Exam

Series 4

Date: 10/30/2003

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/18/2003

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)

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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

Meredith B. Freeman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meredith Baker Freeman III's CRS (Customer Relationship Summary).

Certified licenses

Experience

AAG CAPITAL, INC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

HORNOR, TOWNSEND & KENT, LLC

AGILE PT GROUP LLC

CHIMERA SECURITIES, LLC

KERN, SUSLOW SECURITIES, INC.

THE BENCHMARK COMPANY, LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

ACCURATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/20/2017

Series 63

Date: 3/13/2002

SIE

Date: 10/1/2018

Series 7

Date: 4/4/2017

Series 6

Date: 1/8/2016

Series 55

Date: 3/31/2003

Series 4

Date: 10/30/2003

Series 24

Date: 7/18/2003

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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