KL

Kyle M Lonsinger

CFP®

ACCURATE WEALTH MANAGEMENT

Wesley Chapel, FL

·CRD# 6698207·10 years experience

Professional Summary

Kyle M Lonsinger, CFP®, who also goes by Kyle Mcquaide Lonsinger, Kyle Lonsinger, 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. Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Kyle has worked at 7 firms and has passed the Series 66, SIE and Series 7...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kyle Mcquaide Lonsinger, Kyle Lonsinger

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®

Certified Financial PlannerSince 2020

Years of Experience

10 years in the financial services industry

Current & Past Employments

ACCURATE WEALTH MANAGEMENT, LLC·CRD# 298137

RIA

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544

June 20, 2024 - Present

AAG CAPITAL, INC·CRD# 188

BD

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544

June 24, 2024 - Present

LPL FINANCIAL LLC·CRD# 6413

RIA

Land O Lakes, FL

July 17, 2023 - June 24, 2024

LPL FINANCIAL LLC·CRD# 6413

BD

Land O Lakes, FL

July 14, 2023 - June 24, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691

RIA

Sewickley, PA

April 30, 2020 - June 16, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691

BD

Sewickley, PA

April 30, 2020 - June 16, 2023

TD AMERITRADE, INC.·CRD# 7870

RIA

Pittsburgh, PA

January 14, 2019 - March 24, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC·CRD# 111514

RIA

Pittsburgh, PA

January 14, 2019 - March 24, 2020

TD AMERITRADE, INC.·CRD# 7870

BD

Pittsburgh, PA

January 14, 2019 - March 24, 2020

LPL FINANCIAL LLC·CRD# 6413

RIA

Monroeville, PA

January 30, 2018 - January 15, 2019

LPL FINANCIAL LLC·CRD# 6413

BD

Monroeville, PA

January 30, 2018 - January 15, 2019

NATIONWIDE SECURITIES, LLC·CRD# 11173

RIA

Monroeville, PA

October 5, 2016 - January 30, 2018

NATIONWIDE SECURITIES, LLC·CRD# 11173

BD

Monroeville, PA

September 1, 2016 - January 30, 2018

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Current Firm

AW

ACCURATE WEALTH MANAGEMENT, LLC

CRD#: 298137 / SEC#: 801-117600

RIA

Registered Investment Advisory firm - SEC (11/6/2019 Approved)

Florida

Registered Investment Advisory firm - Florida (11/12/2019 Terminated)

New Jersey

Registered Investment Advisory firm - New Jersey (11/30/2019 Terminated)

Tennessee

Registered Investment Advisory firm - Tennessee (11/13/2019 Terminated)

Texas

Registered Investment Advisory firm - Texas (11/12/2019 Terminated)

Wisconsin

Registered Investment Advisory firm - Wisconsin (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).

Contact Information

Main Address

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544

Phone Number

(813) 994-0984

# of Employees

47

SEC notice filing (41 States and Territories)

Registered to provide investment advisory services in 41 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (7/16/2026)

WRAP FEE BROCHURE (3/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,612

AUM (Assets Under Management)

$1,710,313,446

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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- 07/2023 / Non-Variable Insurance / INVESTMENT RELATED / 30 HRS MNTH/ 1 HRS TRADING / 10 TIME SPNT PRCNT 2- 07/2023 / Integrity Wealth / DBA / INVESTMENT RELATED

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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

CRD#: 298137 / SEC#: 801-117600

RIA

Registered Investment Advisory firm - SEC (11/6/2019 Approved)

Florida

Registered Investment Advisory firm - Florida (11/12/2019 Terminated)

New Jersey

Registered Investment Advisory firm - New Jersey (11/30/2019 Terminated)

Tennessee

Registered Investment Advisory firm - Tennessee (11/13/2019 Terminated)

Texas

Registered Investment Advisory firm - Texas (11/12/2019 Terminated)

Wisconsin

Registered Investment Advisory firm - Wisconsin (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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Arizona
(11/25/2025)

RR

California
(11/25/2025)

RR

Colorado
(6/24/2024)

RR

Florida
(6/24/2024)

IAR

Florida
(6/24/2024)

RR

Illinois
(6/24/2024)

RR

Massachusetts
(6/24/2024)

RR

Minnesota
(6/24/2024)

IAR

New Hampshire
(11/18/2025)

RR

New Hampshire
(11/25/2025)

RR

New York
(6/24/2024)

IAR

Pennsylvania
(6/20/2024)

RR

Pennsylvania
(6/24/2024)

RR

Texas
(6/24/2024)

RR

Virginia
(6/24/2024)

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.Note:This rule does not apply to broker-dealer activity.