Robert Vincenzo Leone

Employer firm

Accurate Wealth Management, LLC CRD 298137

$1.71B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2003 → Present
  Self Employed
  Tampa, FL

Other Businesses

SELF EMPLOYED INSURANCE SALES; ACCURATE HEALTH & FINANCIAL SERVICES, INC. 10229 QUAILS LANDING AVE, TAMPA, FL; START 1995; 60HR/MO; 5HRS DURING TRADING, NON INVESTMENT RELATED; ACCURATE ADVISORY GROUP, INSURANCE BROKER, OWNER, 40 HRS/WK, 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL FL. FUNDING PARTNERS, LLC, MANAGING MEMBER, MEDICAL RECEIVABLES FACTORING, WESLEY CHAPEL, FL, 1 HR/MO. MEDICAL FUNDING SOLUTIONS, LLC, MANAGING MEMBER, MEDICAL RECEIVABLES FACTORING, WESLEY CHAPEL, FL, 1 HR/MO. SURG-ASSIST MEDICAL COLLECTIONS SPV 1, LLC, OWNER, MEDICAL RECEIVABLES FACTORING, WESLEY CHAPEL FL, 1 HR/MO.; ACCURATE WEALTH MANAGEMENT, WESLEY CHAPEL FL, 10-20 HRS/MONTH, INVESTMENT ADVISOR REPRESENTATIVE, INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-05
• S63 Uniform Securities Agent State Law Examination
  2022-09-08

Other Names

• Roberto Vincenzo Leone