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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
WA RA APPROVED 2026-03-17
TX RA APPROVED 2020-05-19
FL RA APPROVED 2019-07-12
  • WA RA
    APPROVED
    Since 2026-03-17
  • TX RA
    APPROVED
    Since 2020-05-19
  • FL RA
    APPROVED
    Since 2019-07-12

Branch Locations

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

Aventura, FL • 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
Boyd Realty Bradenton FL 01/2006 03/2017
Global Financial Private Capital, Llc Sarasota FL 06/2009 11/2016
State Of Florida Securities Division Miami FL 04/2017 04/2018
Ria Strategies & Solutions Group Aventura FL 04/2018 04/2019
Intervest International Inc Colorado Springs CO 04/2019 07/2019
Wolsen Real Estate Sunny Isles FL 01/2017 04/2017
Accurate Wealth Management, Llc Wesley Chapel FL 06/2019 Present
  • 01/2006 → 03/2017
    Boyd Realty
    Bradenton, FL
  • 06/2009 → 11/2016
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 04/2017 → 04/2018
    State Of Florida Securities Division
    Miami, FL
  • 04/2018 → 04/2019
    Ria Strategies & Solutions Group
    Aventura, FL
  • 04/2019 → 07/2019
    Intervest International Inc
    Colorado Springs, CO
  • 01/2017 → 04/2017
    Wolsen Real Estate
    Sunny Isles, FL
  • 06/2019 → Present
    Wesley Chapel, FL
Previous Registrations
  • 2019-04-29 → 2019-07-16
    Intervest International, Inc.
    Aventura, FL
    Colorado Springs, CO
  • 2010-03-25 → 2016-11-18
    Global Financial Private Capital, Inc.
    Sarasota, FL
  • 2007-10-10 → 2010-11-26
    Chestnut Hill Financial Group Llc
    Bradenton, FL
  • 2006-02-16 → 2007-04-25
    Gunnallen Financial, Inc
    Sarasota, FL
Other Businesses

1) 03/2017 - Present. Miami Deluxe Real Estate PA. 1 hour per month as a Broker/Owner 2) 02/2019 - Present. Accurate Advisory Group/General Agent - Commissions related to insurance sales approx. 2 hours per month some during trading hours. CEO Accurate Wealth Management, LLC, registered investment advisor; approx. 50 hrs/month; Wesley Chapel, Florida. 3) 07/25/2020 - Present; AAG Capital Inc.; Registered Representative 4) 06/2019- Present. Gregg Guinta; not investment related; 2211 Ashley Oaks Circle, Wesley Chapel, Florida; Insurance agent Producer; 5 hours per month

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-02-01
S65 Uniform Investment Adviser Law Examination 2019-03-22
  • S63 Uniform Securities Agent State Law Examination
    2021-02-01
  • S65 Uniform Investment Adviser Law Examination
    2019-03-22
Other Names
  • Gregg Arthur Guinta
  • Gregg Guinta
  • Gregg A. Guinta

View on SEC IAPD

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