Ross David Taylor

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

• 09/2012 → 12/2018
  Aviance Capital Management, Llc
  Sarasota, FL
• 09/2012 → 10/2016
  Global Financial Private Capital, Llc
  Sarasota, FL
• 07/2019 → 12/2023
  Truadvice, Llc
  Sarasota, FL
• 01/2019 → 07/2019
  Bertelsen Asset Management, Llc
  Sarasota, FL
• 12/2023 → 05/2024
  Bison Advisors
  Hartwell, GA
• 05/2024 → Present
  Accurate Wealth Management
  Wesley Chapel, FL

Previous Registrations

• 2023-12-13 → 2024-05-14
  Bison Wealth, Llc
  Atlanta, GA
  Sarasota, FL
• 2020-05-22 → 2023-12-04
  Truadvice Llc
  Sarasota, FL
• 2017-06-22 → 2019-05-28
  Aviance Capital Management, Llc
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
• 2017-01-19 → 2017-05-08
  Global Financial Private Capital, Inc.
  Sarasota, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-29

Other Names

• Ross David Taylor
• Ross Taylor