Dawn Annette Steinert

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

• 06/2015 → 04/2019
  Global Financial Private Capital
  Sarasota, FL
• 04/2017 → 12/2017
  The Sleight Group
  Sarasota, FL
• 12/2017 → Present
  Citypark Financial Llc
  Osprey, FL
• 04/2019 → 07/2025
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 06/2025 → Present
  Accurate Wealth Management
  Wesley Chapel, FL

Previous Registrations

• 2019-05-17 → 2025-07-30
  J. W. Cole Advisors, Inc.
  Osprey, FL
  Tampa, FL
• 2015-08-31 → 2019-05-21
  Global Financial Private Capital, Inc.
  Sarasota, FL
  Sarasota, FL
  Osprey, FL
  Sarasota, FL

Other Businesses

(1) CITYPARK FINANCIAL LLC; OSPREY, FL 34229 ;START DATE 12/2017; INSURANCE AND ANNUITY; SALES; 200 HRS PER MONTH; OWNER/FOUNDER/ADVISOR. (2) Lemon Bay High School; Not investment related; 2201 Placida Rd, Englewood, FL 34224; Head High School volleyball; Hold practices and games in the evenings after trading hours; Start 1/1/24; 0 hours spent during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-09

Other Names

• Dawn Steinert