Daniel James Markese
Investment adviser representative at Accurate Wealth Management, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm assets
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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
20 years in the industry.
- Accurate Wealth Management, LLCNov 2018 to now
- Truadvice, LLC dba Accurate Advisory GroupMar 2018 to now
- Accurate Advisory GroupSep 2006 to now
- Global Financial Private Capital, LLCJul 2015 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6404017
- Firm CRD
- 298137