AdFi
BJ

Brandon J Cromer

Investment Adviser Representative at ACCURATE WEALTH MANAGEMENT, LLC

WESLEY CHAPEL, FLCRD #4983444Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
2 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
ArizonaFlorida
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/30/2020
Series 63
Uniform Securities Agent State Law Examination
Passed 8/2/2005
Series 53
Municipal Securities Principal Examination
Passed 2/10/2025
Series 52TO
Municipal Securities Representative Examination
Passed 10/16/2024
SIE
Securities Industry Essentials Examination
Passed 8/7/2018
Series 7
General Securities Representative Examination
Passed 1/8/2008
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/27/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

ACCURATE WEALTH Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AAG CAPITAL, INCCurrent
11/5/2025WESLEY CHAPEL, FL
VANGUARD MARKETING CORPORATION
7/28/20058/24/2005MALVERN, PA
CHARLES SCHWAB & CO., INC.
6/27/201911/19/2020Phoenix, AZ
VANGUARD MARKETING CORPORATION
2/10/20068/7/2018SCOTTSDALE, AZ
INTERSECURITIES, INC.
11/14/200511/18/2005PHOENIX, AZ
M. S. HOWELLS & CO.
10/17/202210/15/2024SCOTTSDALE, AZ
ASHTON THOMAS SECURITIES, LLC
10/10/202411/17/2025Scottsdale, AZ

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brandon J Cromer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Brandon J Cromer - Financial Advisor in WESLEY CHAPEL, FL | AdvisorFinder