Brian
Greco
Accurate Wealth Management, LLC
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About this Advisor
Brian Greco is a certified financial planner based in Wesley Chapel, Florida who has 4 years of industry experience. Greco is an advisor for Accurate Wealth Management, LLC. Over the course of their career, they have held roles at Raymond James Financial Inc, 22 Squared Inc, Clayton Financial Holdings, Americans For Prosperity Foundation, Americans For Prosperity, Mississippi State University, Cj'S Pizza, International Assets Advisory, LLC, Accurate Wealth Management, LLC and Accurate Advisory Group. Greco maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Mississippi. Accurate Wealth Management, LLC is a registered investment firm operating out of Wesley Chapel, FL. The company has offices in 10 locations and a total of 38 financial advisors. It oversees $473 million in assets across its 2,992 client accounts, making it one of the bigger firms in the nation by assets under management. Of its 2,992 accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually depend on the type of services. However, fee types charged by Accurate Wealth Management, LLC can include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Accurate Wealth Management, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$473,420,186
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
38
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2,992
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$158,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brian Greco Work History
Brian has been registered as a financial advisor for 4 years.*
International Assets Advisory, LLC
Accurate Wealth Management, LLC
Accurate Advisory Group
Raymond James Financial Inc
22 Squared Inc
Clayton Financial Holdings
Americans For Prosperity Foundation
Americans For Prosperity
Mississippi State University
Cj'S Pizza
Mississippi State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Greco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Accurate Wealth Management, LLC
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
Sarasota, FL
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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