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.

Similar Advisors
Michael Addessi, financial advisor Wesley Chapel FL
Michael V. Addessi
CRD# 2001527
Commonwealth Financial Network
Similar Advisors
Aiad Abdelshaheed, financial advisor Wesley Chapel FL
Aiad F. Abdelshaheed
CRD# 6525251
Suntrust Advisory Services, Inc.
Similar Advisors
Adam Abelson, financial advisor Wesley Chapel FL
Adam M. Abelson
CRD# 6211903
Morgan Stanley
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
    155
    MILLIONS
  • Total Number of Accounts
    1,698
    ACCOUNTS
  • Average Account Value
    $91,284
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
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

CA, FL, MS, NJ, NY, TN, TX, UT, VA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.