Samantha Renee Gyeszat
Investment adviser representative at Accurate Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
$1.7BFirm assets
6 yearsFirm in business
Are you Samantha Renee Gyeszat? 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
14 years in the industry.
- Accurate Wealth Management, LLCJan 2025 to now
- Bison AdvisorsDec 2023 to Nov 2024
- Truadvice, LLCJun 2020 to Dec 2023
- US SteelMar 2012 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7467408
- Firm CRD
- 298137