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Samantha Renee Gyeszat

Accurate Wealth Management, LLC

Wesley Chapel, FL

Sarasota, FL

CRD 7467408

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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 2025-01-15
  • FL RA
    APPROVED
    Since 2025-01-15

Branch Locations

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

5577 Broadcast Court, Sarasota, FL 34240 • 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
Truadvice, Llc Sarasota FL 06/2020 12/2023
Us Steel Lorain OH 03/2012 06/2020
Bison Advisors Hartwell GA 12/2023 11/2024
Accurate Wealth Management Wesley Chapel FL 01/2025 Present
  • 06/2020 → 12/2023
    Truadvice, Llc
    Sarasota, FL
  • 03/2012 → 06/2020
    Us Steel
    Lorain, OH
  • 12/2023 → 11/2024
    Bison Advisors
    Hartwell, GA
  • 01/2025 → Present
    Accurate Wealth Management
    Wesley Chapel, FL
Previous Registrations
  • 2023-12-13 → 2024-12-31
    Sarasota, FL
    Atlanta, GA
  • 2021-12-08 → 2023-12-04
    Truadvice Llc
    Sarasota, FL
    Sarasota, FL
Other Businesses

1. the name of the other business - Color Street 2. whether the business is investment-related - No 3. the address of the other business - 922 Riverview Drive, Totowa, NJ, 07512 4. the nature of the other business - Selling nail polish strips, hand and nail care products, along with makeup. 5. your position, title, or relationship with the other business - Stylist 6. the start date of your relationship - 11/29/2022 7. the approximate number of hours/month you devote to the other business - 30 8. the number of hours you devote to the other business during securities trading hours - 0 9. briefly describe your duties relating to the other business - Promoting and selling products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-29
  • S65 Uniform Investment Adviser Law Examination
    2021-03-29
Other Names
  • Samantha Renee Logsden

View on SEC IAPD

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