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Brian Matthew Greco

Investment Adviser Representative at ACCURATE WEALTH MANAGEMENT, LLC

WESLEY CHAPEL, FLCRD #6771535Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
States Registered
13 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 13 states
CaliforniaFloridaGeorgiaLouisianaMarylandMassachusettsMississippiNew YorkNorth CarolinaPennsylvaniaSouth CarolinaTexasVirginia
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/16/2021
Series 65
Uniform Investment Adviser Law Examination
Passed 12/17/2019
Series 6TO
Investment Company Products/Variable Contracts Representative Examination
Passed 1/2/2023
Series 99TO
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 12/20/2018
Series 7
General Securities Representative Examination
Passed 12/19/2018

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
5/17/2021WESLEY CHAPEL, FL
INTERNATIONAL ASSETS ADVISORY, LLC
7/16/20195/24/2021WESLEY CHAPEL, FL
RAYMOND JAMES & ASSOCIATES, INC.
12/19/20185/30/2019ST. PETERSBURG, FL

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. Brian Matthew Greco 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.

Brian Matthew Greco - Financial Advisor in WESLEY CHAPEL, FL | AdvisorFinder