JD
John J. Ditrani
ACCURATE WEALTH MANAGEMENT
WESLEY CHAPEL, FL 33544
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CRD#: 5998704
JD
Professional summary
John Joseph Ditrani, who also goes by John Ditrani, is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in Wesley Chapel, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Ditrani
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) DREW CAPITAL GROUP - INSURANCE AGENT - CONDUCT SEMINARS, SERVICE CLIENTS, RUN CLIENT MEETINGS, SCHEDULE APPOINTMENTS FOR CLIENT REVIEWS - START DATE 6/2015 - SPEND ABOUT HALF OF MY TIME INVOLVED WITH THIS BUSINESS ACTIVITY. INVESTMENT RELATED ACTIVITY. 2) DITRANI PROPERTIES - NON-INVESTMENT RELATED - 5090 36th AVE N ST PETERSBURG, FL - BUYING AND SELLING HOMES - PRESIDENT/OWNER - 10/1/2019 - 10-15 HRS PER MONTH - 5-7 DURING TRADING HRS - REHAB HOMES. NOT AN INVESTMENT RELATED ACTIVITY.
CRS (Client Relationship Summary) - RIA
Click below to view John Joseph Ditrani'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
June 6, 2023 - Present
ACCURATE WEALTH MANAGEMENT, LLC
Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544RIA
CRD#: 298137
WESLEY CHAPEL, FL
Past
September 10, 2021 - May 10, 2023
ADVISORY SERVICES NETWORK
RIA
CRD#: 146051
Tampa, FL
Past
April 22, 2019 - August 27, 2021
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
LUTZ, FL
Past
March 23, 2012 - April 24, 2019
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
LUTZ, 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".
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.Highlighted states indicate IAR registrations
IAR
Florida(6/15/2023)
IAR
Texas(6/6/2023)
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
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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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