Adam Leone (CRD# 7812445) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has 1 year of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aag Capital | Wesley Chapel, FL | Feb 2024 - Current | < 1 |
| Accurate Advisory Group | Wesley Chapel, FL | Jun 2023 - Current | < 1 |
| Leone Plumbing & Heating | Rochester, FL | May 2018 - Current | 6 |
| University Of Tampa | Tampa, FL | Jan 2020 - May 2023 | 3 |
| Monroe Community College | Rochester, NY | Aug 2019 - Dec 2020 | 1 |
| Spencerport High School | Spencerport, NY | Sep 2015 - Jun 2019 | 3 |
| Buckmans Car Wash | Rochester, NY | Jan 2018 - May 2018 | < 1 |
| Spencerport Middle School | Spencerport, NY | Sep 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2023 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- FL
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Total Assets Under Management780MILLIONS
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Total Number of Accounts3,855ACCOUNTS
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Average Account Value$202,461
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI
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