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Robert B Scott

Accurate Wealth Management, LLC

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About Robert B Scott

Robert Scott is a financial advisor with Accurate Wealth Management, LLC. Robert is a Registered Representative of the firm, and is licensed to provide investment advice in 14 states. Robert has been in the financial services industry since 2010 and has a series 63, 65 and SIE license. Robert specializes in providing financial advice to individuals, helping them reach their financial goals. Robert is also a Chartered Financial Consultant and is committed to providing clients with comprehensive financial planning services.

Firm Information

Robert Scott is currently registered with Accurate Wealth Management, LLC. Accurate Wealth Management, LLC is a Registered Investment Advisor with the SEC, headquartered in Wesley Chapel, FL. They offer financial planning, portfolio management for individuals, and selection of other advisors, and participate in wrap fee programs. The firm manages over $780,000,000 in assets for approximately 3,855 clients, primarily individuals, including high-net-worth individuals. They have a team of 26 licensed agents, 25 Investment Adviser Representatives, 21 registered representatives, and 28 investment advisory functions. You can learn more about their services at their website: https://accurateadvisorygroup.com/.
Accurate Wealth Management, LLC

2211 ASHLEY OAKS CIRCLE

WESLEY CHAPEL, FL 33544

$780.49M

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Scott’s Registration & Firm History

FL

08/29/2019 - Present

Accurate Wealth Management, LLC (WESLEY CHAPEL FL)

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Licenses & Designations

BC

Issued 10/26/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/17/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert B Scott. Review regulatory record here.
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