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Bryan Joseph Hamer

Accurate Wealth Management, LLC

Wesley Chapel, FL

CRD 6392618

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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:

Current Employers
Accurate Wealth Management, Llc

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-11-21
  • FL RA
    APPROVED
    Since 2019-11-21

Branch Locations

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Penn Mutual Life Insurance Co Horsham PA 11/2015 06/2017
Hornor Townsend & Kent Inc Horsham PA 11/2015 06/2017
Accurate Wealth Management, Llc Wesley Chapel FL 11/2019 Present
Accurate Advisory Group Wesley Chapel FL 06/2017 Present
21St Century Financial Tampa FL 11/2015 06/2017
International Assets Advisory, Llc Wesley Chapel FL 06/2020 Present
  • 11/2015 → 06/2017
    Penn Mutual Life Insurance Co
    Horsham, PA
  • 11/2015 → 06/2017
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 11/2019 → Present
    Wesley Chapel, FL
  • 06/2017 → Present
    Accurate Advisory Group
    Wesley Chapel, FL
  • 11/2015 → 06/2017
    21St Century Financial
    Tampa, FL
  • 06/2020 → Present
    International Assets Advisory, Llc
    Wesley Chapel, FL
Other Businesses

1) ACCURATE WEALTH MANAGEMENT 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - INVESTMENT ADVISORY FIRM - ADVISOR SINCE 11/2019 - APPROX 160 HRS/MO - FEES 2) HAMER CAPITAL GROUP, INC - 8309 Old Town Dr. Tampa, FL. 33647 - PRIVATE LABEL ENTITY FOR SECURITIES BUSINESS - OWNER SINCE 1/2020 - APPROX 160 HRS/MO - FEES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-04
  • S65 Uniform Investment Adviser Law Examination
    2019-11-04
Other Names
  • Bryan Joseph Hamer

View on SEC IAPD

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