Brian Matthew Greco

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

• 03/2017 → 05/2019
  Raymond James Financial Inc
  St. Petersburg, FL
• 06/2015 → 03/2017
  22 Squared Inc.
  Tampa, FL
• 07/2019 → Present
  International Assets Advisory, Llc
  Tampa, FL
• 12/2019 → Present
  Accurate Wealth Management, Llc
  Wesley Chapel, FL
• 06/2019 → Present
  Accurate Advisory Group
  Wesley Chapel, FL

Other Businesses

ACCURATE ADVISORY GROUP 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - FIA/LIFE INSURANCE SALES - AGENT SINCE 7/2019 - APPROX 20 HRS/MO - COMMISSIONS FIA/LIFE INSURANCE SALES - AGENT SINCE 7/2019 - APPROX 20 HRS/MO - COMMISSIONS Accurate Wealth Management; Investment Related; 2211 Ashley Oaks Cir Wesley Chapel, FL 33544; Insurance agent, IAR; Advisor; 12/2019; 180 hours; Sell insurance/annuity products, Provide investment advice and financial planning services

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-09-16
• S65 Uniform Investment Adviser Law Examination
  2019-12-17

Designations

• Certified Financial Planner