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Roger Clayton Davis

Accurate Wealth Management, LLC

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About Roger Clayton Davis

Roger Clayton Davis is a financial advisor who has been in the industry since 1994. He is currently registered with Accurate Wealth Management, LLC. Roger Clayton Davis also has prior experience with UBS Financial Services Inc., J.C. Bradford & Co., and Dean Witter Reynolds Inc. Roger Clayton Davis has expertise in providing financial planning, selection of other advisors, and portfolio management for individuals. He is also licensed to provide insurance services through Centric Capital Advisors, LLC.

Firm Information

Roger Davis 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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Roger Davis’s Registration & Firm History

FL

01/02/2025 - Present

Accurate Wealth Management, LLC (WESLEY CHAPEL FL)

NJ

08/14/2000 - 09/21/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

12/17/1996 - 08/14/2000

J.C. BRADFORD & CO. (NEW YORK NY)

NY

02/22/1993 - 12/20/1996

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 02/17/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/13/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/10/2022

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roger Clayton Davis.
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