AdFi
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Carolyn Butler Howard

Investment Adviser Representative at ACCURATE WEALTH MANAGEMENT, LLC

Sarasota, FLCRD #2391466Dual-registered
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
4 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
FloridaKentuckyMassachusettsSouth Carolina
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/21/2022
Series 65
Uniform Investment Adviser Law Examination
Passed 11/19/1996
Series 6TO
Investment Company Products/Variable Contracts Representative Examination
Passed 2/8/2022
SIE
Securities Industry Essentials Examination
Passed 11/3/2021
Series 7
General Securities Representative Examination
Passed 12/24/1996
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/31/1993

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.

EQ FINANCIAL CONSULTANTS, INC.
9/1/19938/22/1996NEW YORK, NY
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
9/1/19938/22/1996NEW YORK, NY
INVESTORS CAPITAL CORP.
8/14/19962/7/1997LYNNFIELD, MA
BREWSTER SECURITIES INC.
2/7/19971/12/1999BELLEAIRE BEACH, FL
AAG CAPITAL, INC
2/13/20228/14/2025Sarasota, 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. Carolyn Butler Howard 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.

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