AdFi
CA

Claudiu A. Barbos

Investment Adviser Representative at ACCURATE WEALTH MANAGEMENT, LLC

WESLEY CHAPEL, FLCRD #4032087Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
2 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
ArizonaFlorida
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/16/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 10/8/1999
Series 24
General Securities Principal Examination
Passed 3/10/2020
Series 52TO
Municipal Securities Representative Examination
Passed 10/16/2024
Series 6TO
Investment Company Products/Variable Contracts Representative Examination
Passed 10/10/2024
SIE
Securities Industry Essentials Examination
Passed 3/15/2018
Series 7
General Securities Representative Examination
Passed 4/30/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/1/1999

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
11/5/2025 – WESLEY CHAPEL, FL
M. S. HOWELLS & CO.
7/15/2021 – 10/15/2024SCOTTSDALE, AZ
CETERA ADVISOR NETWORKS LLC
6/9/2021 – 6/10/2021EL SEGUNDO, CA
VOYA FINANCIAL ADVISORS, INC.
6/3/2019 – 6/9/2021Chandler, AZ
VANGUARD MARKETING CORPORATION
10/4/1999 – 3/15/2018SCOTTSDALE, AZ
ASHTON THOMAS SECURITIES, LLC
10/10/2024 – 11/17/2025Scottsdale, AZ

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

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. Claudiu A. Barbos 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.