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BC

Brandon J. Cromer

ACCURATE WEALTH MANAGEMENT
Wesley Chapel, FL 33544
Some features on this profile are disabled
CRD#: 4983444
BC

Professional summary

Brandon J Cromer, who also goes by Brandon James Cromer, 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.

Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Brandon has worked at 9 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brandon James Cromer

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 Brandon J Cromer'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

December 2, 2025 - Present

ACCURATE WEALTH MANAGEMENT, LLC

Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
RIA
CRD#: 298137
Wesley Chapel, FL
Current

November 5, 2025 - Present

AAG CAPITAL, INC

Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
BD
CRD#: 188
Wesley Chapel, FL
Past

November 12, 2024 - November 17, 2025

ASHTON THOMAS PRIVATE WEALTH

RIA
CRD#: 153902
SCOTTSDALE, AZ
Past

October 23, 2024 - November 22, 2024

ASHTON THOMAS SECURITIES, LLC

RIA
CRD#: 16629
Scottsdale, AZ
Past

October 10, 2024 - November 17, 2025

ASHTON THOMAS SECURITIES, LLC

BD
CRD#: 16629
Scottsdale, AZ
Past

October 17, 2022 - October 15, 2024

M. S. HOWELLS & CO.

BD
CRD#: 104100
SCOTTSDALE, AZ
Past

February 3, 2021 - October 19, 2022

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

RIA
CRD#: 106753
Naples, FL
Past

June 27, 2019 - November 19, 2020

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Phoenix, AZ
Past

February 10, 2006 - August 7, 2018

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ
Past

November 14, 2005 - November 18, 2005

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHOENIX, AZ
Past

July 28, 2005 - August 24, 2005

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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
Arizona
(11/17/2025)
IAR
Arizona
(12/2/2025)
RR
Florida
(11/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/30/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/2/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 10/16/2024
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/7/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/8/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/27/2005
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 2/10/2025
Municipal Securities Principal Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts5,363
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 33544

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