Brian Greco, financial advisor Wesley Chapel FL

Brian Greco

CRD Number: 6771535
Current Firm: Accurate Wealth Management, LLC

Brian Greco (CRD# 6771535) 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.

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Company Name Location Dates Years
Accurate Wealth Management, LLC Wesley Chapel, FL Dec 2019 - Current 1
International Assets Advisory, LLC Tampa, FL Jul 2019 - Current 1
Accurate Advisory Group Wesley Chapel, FL Jun 2019 - Current 1
Raymond James Financial Inc. St. Petersburg, FL Mar 2017 - May 2019 2
22 Squared Inc. Tampa, FL Jun 2015 - Mar 2017 1
Clayton Financial Holdings Tampa, FL Apr 2015 - May 2015 < 1
Americans For Prosperity Foundation Arlington, VA May 2014 - Apr 2015 < 1
Americans For Prosperity Arlington, VA May 2014 - Aug 2014 < 1
Mississippi State University Starkville, MS Aug 2013 - May 2014 < 1
Mississippi State University Starkville, MS Aug 2008 - Aug 2013 5
Cj's Pizza Starkville, MS May 2010 - May 2013 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Brian M. Greco
Phone Number: 813-994-0984
Registered State(s):
  • FL
  • MS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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