AdFi
RV

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
2 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Vincenzo Leone has worked in the securities industry since 2014. They have passed the Series 65, 63, and 7 examinations. They are registered to provide investment advisory services in Florida and New York.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaNew York
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 7
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.

ACCURATE WEALTH MANAGEMENT, LLCCurrent
10/5/2022Wesley Chapel, FL
G.F. INVESTMENT SERVICES, LLC
10/16/20097/27/2010Wesley Chapel, FL
LINCOLN INVESTMENT PLANNING, INC.
10/25/20054/6/2006Fort Washington, PA
PLANMEMBER SECURITIES CORPORATION
6/23/200510/26/2005Carpinteria, CA
HIGH MARK SECURITIES, INC.
10/30/20028/14/2003Lakeland, FL
PLANMEMBER SECURITIES CORPORATION
8/28/200012/31/2001Carpinteria, CA
NFP SECURITIES, INC.
2/23/20009/5/2000Austin, TX
LIFEUSA SECURITIES, INC.
6/4/19993/16/2000Minneapolis, MN
IRM DISTRIBUTORS, INC.
5/21/19981/22/1999Carpinteria, CA
PRUCO SECURITIES CORPORATION
12/20/199512/12/1997Newark, NJ
CHATFIELD DEAN & CO., INC.
1/26/19953/8/1995Greenwood Village, CO

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ACCURATE WEALTH MANAGEMENT, LLC

Showing 12 of 49 in the directory

View ACCURATE WEALTH MANAGEMENT, LLC firm profile
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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched