Patricia
Breeze
Accurate Wealth Management, LLC
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About this Advisor
Patricia Breeze is a certified financial planner operating out of Wesley Chapel, Florida who has 2 years of industry experience. Breeze is currently employed by Accurate Wealth Management, LLC. Their career trajectory has included roles at Cssc Investment Advisory Services, Cssc Brokerage Services, Inc and Seacure Advisors LLC. Breeze has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida and Kentucky. Accurate Wealth Management, LLC is a registered investment business that has its headquarters in Wesley Chapel, FL. The firm has offices in 10 locations and a total of 38 employees. It manages $473 million in assets under management among its 2,992 client accounts, placing it among the bigger firms in the country by assets under management. Of its 2,992 customer accounts, just 5% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Accurate Wealth Management, LLC has 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 typically are based on the type of services. Fee types billed by Accurate Wealth Management, LLC likely are comprised of 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
$473,420,186
38
2,992
$158,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Patricia Breeze Work History
Patricia has been registered as a financial advisor for 2 years.*
Seacure Advisors LLC
Cssc Brokerage Services, Inc
Cssc Investment Advisory Services
*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 Patricia Breeze 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
Wesley Chapel, FL
Sarasota, 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.