Michael
Sinicola

Accurate Wealth Management, LLC

CRD#6074932
Investment Advisor
in Wesley Chapel, FL

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About this Advisor

Michael Sinicola is a financial advisor based in Wesley Chapel, Florida, with 3 years of relevant experience. Sinicola currently works for Accurate Wealth Management, LLC. Their career trajectory has included roles at Guardian, Park Avenue Securities, Accurate Wealth Management, LLC, Lokation Real Estate, Accurate Sports Management, Accurate Advisory Group and Aag Capital, Inc. Sinicola maintains a Series 65 license, certifying them as an investment advisor representative, and is able to work in Florida. Accurate Wealth Management, LLC is an advisory business that has its headquarters in Wesley Chapel, FL. It has offices in 10 locations and a total of 38 people on staff. It controls $473 million in assets under management between its 2,992 customer accounts, making it one of the larger firms in the United States by assets under management. Of its 2,992 accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets. Accurate Wealth Management, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually are based on which service is provided. Fees billed by Accurate Wealth Management, LLC most likely consist of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

2211 Ashley Oaks Circle
Wesley Chapel, FL 33544

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Accurate Wealth Management, LLC Brokerage Details

Total Assets Under Management

$473,420,186

FL Average: $1,855,561,029
Total Number of Employees

38

FL Average: 62
Total Number of Accounts

2,992

FL Average: 2,474
Average Account Size

$158,229

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Sinicola Work History

Michael has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Aag Capital, Inc

2020 - Present (4 years)

Accurate Wealth Management, LLC

2020 - Present (4 years)

Accurate Advisory Group

2019 - Present (5 years)

Accurate Sports Management

2015 - Present (9 years)

Lokation Real Estate

2012 - 2013 (1 year)

Guardian

2012 - 2013 (1 year)

Park Avenue Securities

*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 Michael Sinicola 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

Brian George
Wesley Chapel, FL
Nathaniel Adams
Wesley Chapel, FL
David Goldin
Wesley Chapel, FL
Michael Sinicola
Wesley Chapel, FL
Jonathan Howard
Wesley Chapel, FL
Carolyn Howard
Sarasota, FL
James Ball
Wesley Chapel, FL
Bryan Hamer
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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