Robert Vincenzo Leone

Investment Adviser Representative at ACCURATE WEALTH MANAGEMENT, LLC

WESLEY CHAPEL, FLCRD #2530906Dual-registered

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

12 yrs

States Registered

5 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 5 states

FloridaNew YorkTexasVirginiaWisconsin

Examinations passed

Series 65

Uniform Investment Adviser Law Examination

Passed 10/5/2022

Series 63

Uniform Securities Agent State Law Examination

Passed 9/8/2022

Series 7TO

General Securities Representative Examination

Passed 8/3/2022

SIE

Securities Industry Essentials Examination

Passed 8/31/2021

Series 7

General Securities Representative Examination

Passed 1/25/1995

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

8/3/2022 – WESLEY CHAPEL, FL

PLANMEMBER SECURITIES CORPORATION

8/28/2000 – 12/31/2001CARPINTERIA, CA

LIFEUSA SECURITIES, INC.

6/4/1999 – 3/16/2000MINNEAPOLIS, MN

PLANMEMBER SECURITIES CORPORATION

6/23/2005 – 10/26/2005CARPINTERIA, CA

IRM DISTRIBUTORS, INC.

5/21/1998 – 1/22/1999CARPINTERIA, CA

NFP SECURITIES, INC.

2/23/2000 – 9/5/2000AUSTIN, TX

PRUCO SECURITIES CORPORATION

12/20/1995 – 12/12/1997NEWARK, NJ

HIGH MARK SECURITIES, INC.

10/30/2002 – 8/14/2003LAKELAND, FL

LINCOLN INVESTMENT PLANNING, INC.

10/25/2005 – 4/6/2006FORT WASHINGTON, PA

G.F. INVESTMENT SERVICES, LLC

10/16/2009 – 7/27/2010WESLEY CHAPEL, FL

CHATFIELD DEAN & CO., INC.

1/26/1995 – 3/8/1995GREENWOOD VILLAGE, CO

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. Robert Vincenzo Leone 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.