Robert Vincenzo Leone
Investment adviser representative at Accurate Wealth Management, LLC
23 yearsExperience
2 statesRegistered in
$1.7BFirm assets
6 yearsFirm in business
Are you Robert Vincenzo Leone? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- Accurate Wealth Management, LLCOct 2022 to now
- Self EmployedAug 2003 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Accurate Wealth Management, LLC
$1.7BAssets managed
2,612Clients
48Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2530906
- Firm CRD
- 298137