Trevor T. Taylor

ACCURATE WEALTH MANAGEMENT

Sarasota, FL 34236

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CRD#: 5441392

Professional summary

Trevor T Taylor, CFP®, who also goes by Trevor T Taylor, Trevor Taliaferro Taylor, is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in Sarasota, Florida.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Trevor has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trevor T Taylor | Trevor Taliaferro Taylor

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 Trevor T Taylor'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

September 4, 2019 - Present

ACCURATE WEALTH MANAGEMENT, LLC

Office #1: 783 South Orange Ave. Ste 205, Sarasota, FL 34236

RIA

CRD#: 298137

Sarasota, FL

Past

April 26, 2021 - February 22, 2024

AAG CAPITAL, INC

CRD#: 188

Sarasota, FL

Past

April 22, 2019 - September 4, 2019

INTERVEST INTERNATIONAL, INC.

RIA

CRD#: 111516

Sarasota, FL

Past

April 22, 2019 - September 4, 2019

INTERVEST INTERNATIONAL EQUITIES CORPORATION

CRD#: 20289

Sarasota, FL

Past

June 20, 2017 - April 23, 2019

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

SARASOTA, FL

Past

June 15, 2017 - April 17, 2019

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

Sarasota, FL

Past

June 17, 2015 - June 15, 2017

AEGIS CAPITAL CORP.

RIA

CRD#: 15007

SARASOTA, FL

Past

June 17, 2015 - June 15, 2017

AEGIS CAPITAL CORP.

CRD#: 15007

SARASOTA, FL

Past

July 12, 2010 - June 17, 2015

JHS CAPITAL ADVISORS, LLC

RIA

CRD#: 112097

SARASOTA, FL

Past

July 8, 2010 - June 17, 2015

JHS CAPITAL ADVISORS, LLC

CRD#: 112097

SARASOTA, FL

Past

May 12, 2008 - July 13, 2010

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

SARASOTA, FL

Past

December 21, 2007 - July 13, 2010

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

SARASOTA, FL

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.

Highlighted states indicate IAR registrations

IAR

Florida
(9/4/2019)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/22/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/2007

General Securities Representative Examination

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

Trevor T. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor T Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

AAG CAPITAL, INC

INTERVEST INTERNATIONAL, INC.

INTERVEST INTERNATIONAL EQUITIES CORPORATION

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

G.F. INVESTMENT SERVICES, LLC

AEGIS CAPITAL CORP.

AEGIS CAPITAL CORP.

JHS CAPITAL ADVISORS, LLC

JHS CAPITAL ADVISORS, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

ACCURATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/22/2008

SIE

Date: 10/1/2018

Series 7

Date: 12/20/2007

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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