Meredith Baker Freeman

Investment Adviser Representative at ACCURATE WEALTH MANAGEMENT, LLC

Sarasota, FLCRD #4418577Dual-registered

Disclosure(s) on record — see official records below

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

18 yrs

States Registered

4 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 4 states

FloridaGeorgiaNorth CarolinaVirginia

Examinations passed

Series 66

Uniform Combined State Law Examination

Passed 5/20/2017

Series 63

Uniform Securities Agent State Law Examination

Passed 3/13/2002

Series 4

Registered Options Principal Examination

Passed 10/30/2003

Series 24

General Securities Principal Examination

Passed 7/18/2003

SIE

Securities Industry Essentials Examination

Passed 10/1/2018

Series 7

General Securities Representative Examination

Passed 4/4/2017

Series 6

Investment Company Products/Variable Contracts Representative Examination

Passed 1/8/2016

Series 55

Limited Representative-Equity Trader Exam

Passed 3/31/2003

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

10/27/2023 – Sarasota, FL

CHIMERA SECURITIES, LLC

7/11/2011 – 11/30/2011NEW YORK, NY

SIGNATOR INVESTORS, INC.

5/12/2017 – 11/2/2018TAMPA, FL

KERN, SUSLOW SECURITIES, INC.

3/4/2009 – 2/1/2011NEW YORK, NY

AGILE PT GROUP LLC

12/5/2011 – 4/24/2012NEW YORK, NY

OSAIC WEALTH, INC.

11/2/2018 – 11/1/2023TAMPA, FL

BEAR, STEARNS & CO. INC.

11/13/2001 – 6/27/2002NEW YORK, NY

HORNOR, TOWNSEND & KENT, INC.

1/8/2016 – 5/18/2017TAMPA, FL

THE BENCHMARK COMPANY, LLC

1/17/2003 – 6/13/2007NEW YORK, NY

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. Meredith Baker Freeman 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.