AdFi
KM

Kyle M Lonsinger

Investment Adviser Representative at ACCURATE WEALTH MANAGEMENT, LLC

Wesley Chapel, FLCRD #6698207Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
12 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 12 states
ArizonaCaliforniaColoradoFloridaIllinoisMassachusettsMinnesotaNew HampshireNew YorkPennsylvaniaTexasVirginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/30/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/1/2016

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
6/24/2024WESLEY CHAPEL, FL
NATIONWIDE SECURITIES, LLC
9/1/20161/30/2018MONROEVILLE, PA
LPL FINANCIAL LLC
7/14/20236/24/2024LAND O LAKES, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
4/30/20206/16/2023SEWICKLEY, PA
LPL FINANCIAL LLC
1/30/20181/15/2019MONROEVILLE, PA
TD AMERITRADE, INC.
1/14/20193/24/2020PITTSBURGH, PA

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. Kyle M Lonsinger 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.

Kyle M Lonsinger - Financial Advisor in Wesley Chapel, FL | AdvisorFinder