Ross David Taylor
Investment adviser representative at Accurate Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
$1.7BFirm assets
6 yearsFirm in business
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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
14 years in the industry.
- Accurate Wealth Management, LLCMay 2024 to now
- Bison AdvisorsDec 2023 to May 2024
- Truadvice, LLCJul 2019 to Dec 2023
- Bertelsen Asset Management, LLCJan 2019 to Jul 2019
- Aviance Capital Management, LLCSep 2012 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
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
- 6717434
- Firm CRD
- 298137