DM
Daniel J. Markese
ACCURATE WEALTH MANAGEMENT
Wesley Chapel, FL 33544
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CRD#: 6404017
DM
Professional summary
Daniel James Markese, CFP®, who also goes by Daniel Markese, 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.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Daniel has worked at 5 firms and has passed the Series 65, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel Markese
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)ACCURATE ADVISORY GROUP SELL INSURANCE PRODUCTS IN THE STATE OF FLORIDA 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 I AM CONSIDERED AN AGENT IN THIS BUSINESS I STARTED IN 9/2006 IN BUSINESS AND I HAVE DEVOTED 120 HOURS/MONTH TO THIS BUSINESS. 2)Accurate Wealth Management, LLC : nvestment Adviser Representative : 120 hours per month : Start Date 12/2014 : Wesley Chapel, FL
CRS (Client Relationship Summary) - RIA
Click below to view Daniel James Markese'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®
CFP®
Start date: 2015
Experience
Current
January 25, 2019 - Present
ACCURATE WEALTH MANAGEMENT, LLC
Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544RIA
CRD#: 298137
Wesley Chapel, FL
Current
June 16, 2022 - Present
AAG CAPITAL, INC
Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544BD
CRD#: 188
Wesley Chapel, FL
Past
March 27, 2018 - March 2, 2020
TRUADVICE LLC
RIA
CRD#: 292482
WESLEY CHAPEL, FL
Past
September 14, 2015 - March 29, 2018
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
WESLEY CHAPEL, FL
Past
March 19, 2015 - May 11, 2015
ACCURATE WEALTH MANAGEMENT, LLC
RIA
CRD#: 172966
WEST CHAPPEL, 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.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
IAR
Florida(1/25/2019)
RR
Florida(6/16/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 6/16/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
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)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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Company Information
ACCURATE WEALTH MANAGEMENT, LLC
CRD#: 298137Wesley Chapel, FL 33544TRUST BUT VERIFY
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