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YL

Yelizaveta A. Lipina

Some features on this profile are disabled
CRD#: 6272220
YL

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Yelizaveta Alexandrovna Lipina, who also goes by Liz Lipina, Yelizaveta Lipina, was a registered financial professional .

Yelizaveta is a previously registered financial professional and started their career in finance in 2019. Yelizaveta had worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Liz Lipina | Yelizaveta Lipina

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) 9/2021- notary- Yelizaveta Lipina- inv. related- Tampa, FL- start dat 3/30/2020

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 24, 2024 - June 11, 2025

ACCURATE WEALTH MANAGEMENT, LLC

RIA
CRD#: 298137
Tampa, FL
Past

June 20, 2024 - June 11, 2025

AAG CAPITAL, INC

BD
CRD#: 188
WESLEY CHAPEL, FL
Past

September 27, 2021 - June 28, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
TAMPA, FL
Past

September 24, 2021 - June 28, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
TAMPA, FL
Past

January 30, 2020 - September 27, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Tampa, FL
Past

May 30, 2019 - September 27, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Tampa, 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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/10/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/30/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/16/2019
Securities Industry Essentials Examination

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#: 298137

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